Bend, OR
Cameron Hunt
Hi 👋🏼 I’m Cameron. I’m a financial advisor based in Bend, Oregon with 17 years of experience in wealth management. I work primarily with high-earning professionals, executives, and families navigating concentrated equity, IPO liquidity events, tax considerations, real estate, and other complex financial decisions.
My background in institutional portfolio construction and research shapes how I approach planning today. I bring investments, taxes, cash flow, risk management, and long-term goals into one coordinated picture, with the aim of helping clients use their wealth to create more flexibility in how they work, spend their time, and plan for the future.
I help clients connect taxes, investments, cash flow, and life goals so their financial plan supports the freedom to choose what comes next.
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
DIVERSIFICATION AND INNOVATION IN PORTFOLIOS
Alternatives Investing
We actively research alternative investment opportunities and monitor your portfolio investment holdings, bringing together actionable insights and forward-thinking risk assessments.
STRATEGIC PLANNING OF YOUR FINANCIAL AND NON-FINANCIAL COMPENSATION
Executive Compensation Planning
We are here to guide you through your compensation negotiation, helping you secure a package that aligns with both your short-term needs and long-term goals.
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Cameron
Cameron Hunt brings 17 years of wealth management experience to his work with individuals and families. Earlier in his career, he worked in institutional portfolio construction and research, building, managing, and stress-testing portfolios across different market environments. Over time, he became increasingly interested in applying that analytical background directly to the financial decisions people make in their everyday lives.
Today, Cameron works with high-earning professionals and executives, including people managing RSUs, stock options, concentrated equity positions, and liquidity events. His planning work also spans retirement, tax planning, portfolio construction, cash flow, estate considerations, real estate, and alternative investments.
Cameron holds the CFA®, CFP®, and CPWA® designations. He combines the analytical perspective of his investment background with a broader planning process that considers how money connects to time, personal choice, health, meaning, and legacy. His goal is to help clients evaluate their resources in the context of the life they want to build.
Cameron also brings a practical understanding of marketing, particularly from the perspective of a self-directed advisor. That mindset complements his preference for clear communication, thoughtful decision-making, and giving clients a framework they can understand and use.
Cameron and his wife are raising four young children in Central Oregon. His own experience balancing career ambitions, family life, and long-term planning influences how he thinks about wealth. For Cameron, financial planning is not only about accumulating assets. It is also about creating greater flexibility for family, experiences, and the choices that matter over time.
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How did you become a financial advisor?
I’ve long been drawn to helping people connect their money with the life they actually want to live. Earlier in my career, I worked in institutional portfolio construction and research, where I built, managed, and stress-tested portfolios across a range of market cycles.
Over time, I realized I wanted to apply that experience more personally. Moving into comprehensive wealth management gave me the opportunity to bring portfolio design together with tax planning, cash flow, risk management, estate considerations, and the other decisions that shape a client’s financial life.
Today, as a CFA®, CFP®, and CPWA®, I work with clients on issues such as concentrated equity, long-term portfolio planning, and creating greater flexibility around when and how they work.
What types of clients do you work with?
I primarily work with high-earning professionals and executives who have concentrated RSU or equity positions. Many are dealing with IPO liquidity events, tax considerations, growing businesses, or other financial decisions that come with increasing complexity.
I also work with families, real estate investors, and individuals thinking about multigenerational planning or building a more work-optional lifestyle. I tend to connect well with people who appreciate straightforward guidance and want their taxes, investments, cash flow, and lifestyle goals considered together.
What areas of expertise do you have?
Much of my work centers on concentration risk and equity compensation, including RSUs, stock options, and IPO-related planning for professionals in technology and other growth-oriented industries.
I also work with tax planning strategies, portfolio construction, risk management, retirement and lifestyle planning, real estate, and alternative investments. This can include areas such as Roth conversions, 1031 DSTs, estate considerations, multifamily real estate, and syndications.
My background in institutional investing influences how I evaluate portfolios, while my CFP® and CPWA® training helps me connect those investment decisions to the rest of a client’s financial life.
What kinds of strategies do you help clients with?
The strategies depend on each client’s situation. Common areas include tax-aware portfolio construction and asset location, reducing concentration in a single company or equity position, cash flow planning for a work-optional transition, retirement planning, Roth strategies, gifting, legacy considerations, and integrating real estate into the broader financial plan.
For clients with concentrated stock, that may involve evaluating systematic sales, diversification, or other approaches while considering the tax impact. I also use scenario modeling to help clients see how different decisions may affect their family goals, lifestyle, and long-term plan.
My preference is for carefully researched, long-term approaches rather than reacting to short-term market trends.
What is your favorite part of working with clients?
What I enjoy most is helping people connect the different pieces of their financial lives. Investments, taxes, career decisions, family priorities, and lifestyle goals can easily be treated as separate topics, but they often influence one another.
It is rewarding to help clients see those connections more clearly and make decisions that give them greater flexibility around their time and what they want their wealth to support.
What is it like partnering with Savvy?
Savvy gives me access to technology and resources that support the way I want to work with clients. I appreciate having tools that make it easier to evaluate complex financial situations, communicate clearly, and spend more of my time focused on planning and client relationships.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.