Camille Bouvet, CFP®
Invest for today. Plan for tomorrow.
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Serving Clients Nationwide
Invest for today. Plan for tomorrow.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Camille Bouvet, CFP®
Camille Bouvet is a financial advisor and Certified Financial Planner® with Oath Planning. Based in San Diego, California, she helps clients bring clarity and intention to their financial lives.Camille's path into financial planning has been shaped by a desire to build deeper, more meaningful client relationships. After beginning her career in traditional financial planning and completing the CFP® certification process, Camille sought a more personal, education-focused approach to helping people with their finances.
She went on to work as a financial wellness coach, partnering with employers to support individuals through financial education, guidance, and behavior-based coaching. In that role, she helped employees navigate everyday financial decisions, from managing cash flow and debt to building long-term confidence with their money.
Today, Camille brings that same coaching mindset into her work as an advisor. She combines technical planning with a focus on wellness, intentional living, and helping clients align their finances with what matters most to them. Her approach is rooted in making financial decisions feel approachable, personal, and sustainable over time.
Originally drawn to financial planning as a way to support her peers and younger generations, Camille continues to focus on empowering clients with the knowledge and confidence to make informed decisions at every stage of life.
Camille graduated from Virginia Tech with a degree in Applied Economic Management, Financial Planning.
Outside of work, Camille enjoys yoga, running, spending time with family and friends, DIY home projects, cooking, and reading.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
9655 Granite Ridge Drive Suite 200, San Diego, California 92123, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Visit our website and click the 'Get your free consultation' button to request we contact you. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Oath Planning
Oath Planning is not just another financial advisory firm—we take a holistic, client-centered approach that integrates estate planning and financial strategy to create a comprehensive plan for long-term success. We align your money with your meaning, and your wealth with your well-being, so you can finally step into the life you know you want to live, without what’s been holding you back.Your money should support the life you want to live today, not just a future many years away. Our fiduciary advisors simplify everything from investment strategy to tax minimization. With a single trusted partner by your side, you gain the confidence to live fully and plan wisely.
The best plans are simple. Working with Oath means a single point of contact for getting all of your finances in order. While most firms focus on asset growth alone, our integrated approach aligns every aspect of wealth to bring more purpose and presence to your life.
Education
Virginia Tech, Bachelor of Science (BS), Applied Economic Management, Financial Planning
Hobbies and Interests
- Cooking
- Crafts
- Family
- Reading
- Running
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Families
- Intergenerational Families
- Investors
- Living in Retirement
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