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Cameron O
CFP®, Series 65
Walnut Creek, CA
Edelman Financial Engines
Cameron Ott is a CFP® with 15 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and previously worked at Personal Capital Advisors and Empower Financial Services. He holds a Series 65 license and is based in Walnut Creek, CA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, with an emphasis on diversified portfolios and long-term strategies.
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