Camille Fox
CERTIFIED FINANCIAL PLANNER™ | Master of Financial Planning and Analytics Guiding Clients to Financial Independence and Life on Their Terms
- Role
- Wealth Advisor at Squire Wealth Advisors
- Location
- Lehi, UT, US
- LinkedIn followers
- 500 followers
About Camille Fox
I help individuals and families make informed financial decisions tailored to their…
Experience
Wealth Advisor
Mar 2022 — Present · Orem, UT, US
Provide un-biased, comprehensive financial advice and planning to Business Owners, Pre-retirees & Retirees.Manage client relationships and actively participate in the advanced planning process to address retirement, risk management, estate, and tax considerations. Manage cash, trading, rebalancing and investment strategy implementation on behalf of the advisory team’s clients.
Education
Utah Valley University
Bachelor's degree, Major; Business Finance, Minor; Business Management
2018 — 2021
Utah Valley University
Masters, Financial Planning and Analytics
Salt Lake Community College
Associate of Science - AS, Occupational Therapy Assistant
2012 — 2014
Utah Valley University
Associate of Science - AS, Business Management
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