Cam Porczak,

As a Certified Financial Planner^® professional, Cam is focused on designing and implementing comprehensive strategies to meet each client’s goals. His approach follows the seven-step financial planning process, which prioritizes a deep understanding of each client’s circumstances before delivering tailored recommendations.

Cam’s passion for financial planning began during his education when he recognized its importance in his own life. This led him to attain his insurance license and work at Transamerica while finishing his degree at Ohio State. Once he graduated, Cam joined Raymond James on the service side, where he gained hands-on experience from tenured advisors creating customized plans for complex financial situations.

He knows that experience is a primary factor when choosing financial advisors. Backed by the 1819 team’s 150+ years of combined experience and Raymond James’ robust resources, Cam delivers strategies that give clients clarity and confidence in achieving their goals.

Cam believes that financial planning is more than numbers and should encompass all aspects of a client’s life. He reinforces this principle by working with accountants and attorneys to provide a holistic approach. By integrating these professions into the planning process, Cam can ensure every facet of a client’s financial well-being is addressed when crafting a financial plan.

With a love for the outdoors, you will often find Cam and his fiancé, Paige, hiking or traveling to new places when out of the office. Cam is an avid golfer and a devoted fan of the Columbus Blue Jackets and Cincinnati Bengals.