Cameron Capriotti
CPA, CFP®
Legacy Chief Financial Office, LLC
Principal and Wealth Advisor
Cameron Capriotti
CPA, CFP®
Legacy Chief Financial Office, LLC
Principal and Wealth Advisor
As a fee-only financial planner, my focus is to offer clients a household level CFO approach to Wealth Management. We have created a service model and fee structure based on how we would work with our own friends and families. - Cameron Capriotti, CPA, CFP®
Fee-Only financial planner with our efforts focused in The Woodlands, TX area, Legacy CFO is situated perfectly to address the needs of the economically diverse workforce of Southeast Texas
Cameron Capriotti, CPA, CFP® is a The Woodlands, TX fee-only financial planner. Legacy Chief Financial Office, LLC provides holistic wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Cameron Capriotti is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Cameron Capriotti graduated with honors from the Mays School of Business at Texas A&M University with a BBA in Accounting and a Master of Science in Finance. His path of client service began at KPMG and was furthered through his experience in Houston’s oil and gas industry. After this period, Cameron found his true calling as a Wealth Advisor at a boutique firm in The Woodlands, Texas.
As a CPA and CFP® Professional, Cameron can engage his clients deeply and offer a personalized plan and high level of service that generates tangible results in his clients’ lives. The fulfillment he has experienced through this work has led to the creation of Legacy Chief Financial Office, where Cameron can focus his efforts on providing the quality of client service, he is so passionate about.
Outside of work, Cameron enjoys hunting, exercising, Texas A&M football, traveling and spending time with family and friends. A lifelong resident of the North Houston area, Cameron and his wife reside in The Woodlands with their two daughters.
Cameron Capriotti is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Legacy CFO is a Fee-Only Wealth Management Firm
It’s all in our name — serving as your personal CFO in order to help you and your family create a legacy centered around values, principles, and financial well-being for future generations. This is why we take the time to understand what brings fulfillment to your life, whether that be providing for your family, supporting philanthropical causes, or finding the balance between vocation and vacation.
Legacy CFO is here to provide peace of mind, allowing you to focus on what matters most in your life. We believe that no two clients travel the same life path. Therefore, we offer flexible, creative solutions that are customized to your individual needs and goals. Legacy CFO operates as a fee-only fiduciary, meaning we are legally bound to the highest duty of care by keeping our client’s interests ahead of our own, fostering trust and confidence critical to a successful partnership.
With its efforts focused in The Woodlands and greater Beaumont area, Legacy CFO is situated perfectly to address the needs of the economically diverse workforce of Southeast Texas. Legacy CFO has extensive experience working with Exxon Mobil employees and retirees. In addition, they enjoy the challenge of working with mid- to upper-level executives across a number of industries, on their complex compensation plans, uneven income flows, and various stock option plans. Legacy CFO is also able to help small business owners handle their unique tax treatment opportunities and the complexities of the business-to-personal crossover.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Tax Planning
- Investment Management
- Net Unrealized Appreciation
- Employer Stock Options
Ideal Clients
- Retirees and Near Retirees
- Exxon Mobil Employees
- Business Owners
- Corporate Executives
- High-Net Worth Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Cameron Capriotti is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Cameron Capriotti is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Cameron Capriotti is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Cameron Capriotti is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Cameron Capriotti
Office Locations:
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1095 Evergreen Circle
Suite #200-474
The Woodlands, TX 77380
