fbpx

Cameron Capriotti, CPA, CFP®

Clear & Unbiased advice designed to help you get the most out of life.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Legacy CFO Cameron Capriotti, CPA, CFP®
The Woodlands, Texas

Serving clients in The Woodlands, Tomball and surrounding areas

Clear & Unbiased advice designed to help you get the most out of life.

Areas of Focus

  • Capital Gains
  • Giving
  • Investment Management
  • Living in Retirement
  • Taxes

About Me

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.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

1095, Evergreen Circle, The Woodlands, Texas, 77380

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to get in touch with us and to schedule an introductory call. 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 our Firm

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 the 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.

Education

Texas A&M University Master's degree, Finance, General; Bachelor's degree, Accounting

Badges

Hobbies and Interests

  • Church
  • Family
  • Football
  • Hunting
  • Traveling
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Living in Retirement
  • Widow

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from financial advisors who pay to be featured on our platform. This creates a natural conflict of interest when we promote financial advisors on Wealthtender over professionals not on our platform. Learn how we operate with integrity to earn your trust.