Pursuing CFP® Certification

Financial planning,
built on trust.

I'm Cameron Bachand, an aspiring financial planning professional working toward the CFP® designation. I believe good planning starts with understanding people, not just numbers — and I'm building my career around honest guidance and lasting client relationships.

StudyingB.S. Finance, Financial Planning — CSUN
LicensedCA Life & Health Insurance
Based inSanta Clarita, CA
How I got here

The Journey

My path into financial planning hasn't been a straight line — and I think that's exactly what's shaped how I approach this work. Every setback along the way became a lesson in patience, discipline, and staying focused on the long game instead of the quick win.

01
Associate of Arts
College of the Canyons

Where the foundation started — balancing coursework with the early decisions that would shape my direction toward finance.

02
California Life & Health Insurance License
Entry into financial services

My first real step into the industry, and where I learned what client trust actually requires — working directly with people on decisions that matter.

03
B.S. in Finance, Financial Planning Concentration
California State University, Northridge — in progress

Building the technical foundation for comprehensive planning while working through the balance of school, work, and everything in between.

04
CFP® Certification
In progress — the goal ahead

Working toward the designation that represents the standard of care I want to bring to every client relationship.

Where I'm headed

Areas of Focus

01

Comprehensive Planning

Looking at the whole financial picture — not just investments — to build a plan around what actually matters to each client.

02

Retirement Planning

Helping people map out a realistic, sustainable path to retirement, with room to adjust as life changes.

03

Wealth Management

Building strategies for long-term financial independence, grounded in discipline over short-term gratification.

Planning isn't just about markets and numbers — it's about understanding people, their goals, and the discipline it takes to get there.

My approach to this work

Education & licensing

Credentials

B.S. in Finance, Financial Planning Concentration
California State University, Northridge
In Progress
Associate of Arts
College of the Canyons
Completed
California Life & Health Insurance License
State of California
Licensed
CFP® Certification
CFP Board
Working Toward

Let's start a
conversation.

camcambachand@gmail.com →