Cameron McHale is a financial professional dedicated to helping people reach their financial goals. He provides guidance in the areas of wealth management, risk management, retirement planning and income strategies, and is focused on comprehensive planning on all aspects of life.
Prior to becoming a financial professional, Cameron had an internship at a private wealth management firm in Rutland, Vermont. He was responsible for creating a great client atmosphere and helping clients achieve their financial goals.
Cameron holds his FINRA registrations for the Series 7, Series 65 and Series 63, as well as a license for Life, Accident, and Health Insurance. He earned his Bachelor’s degree in Business Administration with a concentration in Management and a Minor in Statistics from Castleton University.
Cameron is a member of the International Business Honor Society, where he was a leader on campus not only in academics, but playing for the university football team and working countless hours in the community.
To schedule a time to meet with Cameron McHale, click this virtual scheduling link:
California Insurance License Number #4011390