Cam Werntz – My Story
Cam has more than 20 years working in the Financial Services Industry. As a partner in the firm, Cam works with business owners, professionals, and retirees. He focuses his effort in the areas of retirement planning, income planning, asset management, education planning, and estate planning. Cam prides himself on helping his clients simplify their complex financial situation. He works closely with his clients to design an investment plan which identifies their goals and unique risk profile.
He has an undergraduate degree in Business Management from Clemson University and an MBA from the University of South Carolina. After graduating from South Carolina, Cam worked for Smith Barney in Charleston. Cam has obtained the Series 7, Series 63, Series 65 held with LPL Financial and Insurance licenses.
An active outdoorsman, Cam spends most of his free time fishing, hunting, and traveling. He actively supports many local charities and nonprofit organizations. He and his wife, Elizabeth, live in Mt. Pleasant with their daughter, Tillman and son, Cam.