My name is Cameron Rufus, and I am a Certified Financial Planner here at Ritholtz, and the author of Wealth Found Me.
I can’t say I always knew I wanted to be a financial advisor when I grew up. However, ever since I learned the meaning of the profession, I knew what I wanted to do with my life.
The title of this blog is Wealth Found Me because I can’t explain how or why I ended up where I am today. Through this blog, I hope to impart some of my life’s lessons combined with my professional education.
From this blog, you can expect to read stories of me navigating life as a young advisor, from stories of my upbringing, current events, and things I am learning through my everyday practice.
I am talking to (but not limited to) first-generation anything. First gen-college graduates. First gen-homeowners. First gen-investors. Business-owners. The list goes on. Or simply those who are just interested in getting their financial life off to a good start early.
These are people who, by either luck or an extreme case of paranoia like me, are looking to change the trajectory of their family’s lives. People who may have found themselves in a life-changing position but did not have the ‘rich uncle’ growing up or network around them to talk about things like equity, investment properties, Trusts, or other complex financial topics.
I try to focus on creating actionable financial and estate planning ideas, conversations, and steps for those who are willing to take on this challenge.
Thank you for reading. I hope you find this information useful in your own life or in the life of someone you care about.