As the President of RWM Consulting and a Financial Advisor with Cetera Investment Advisers LLC, Cameron Noorany is well-equipped to address all aspects of unique financial situations. His role involves implementing the most appropriate strategies to create a comprehensive financial picture tailored to client needs. With 30 years of experience in the financial industry, Cameron specializes in helping clients navigate the complexities of their financial world. He draws on extensive knowledge in investments, retirement planning, and business strategies to develop an optimal game plan for pursuing their vision of success.
Cameron's journey in finance began at the USC Marshall School of Business, where he graduated with a degree in Finance. Early in his career, he worked in the advanced estate planning division of New York Life, Capital Analysts. This experience taught him the importance of understanding the big picture and working with the final goals in mind, always considering ways to minimize taxes, expenses, and fees while leveraging the benefits of trusts, charitable giving, and guarantees whenever possible.
He was later recruited to head the Wealth Transfer Planning Department of a nationwide firm, specializing in tax-advantaged investing, estate planning, trusts, income-for-life strategies, stretch IRA planning, and life insurance. Managing over 6,000 clients across all 50 states, Cameron likens this period to operating like a M.A.S.H. surgeon, with 80-hour weeks of non-stop client plan design providing the perfect environment to apply his knowledge.
His commitment to the highest levels of professional courtesy, accuracy, and ethics is unwavering. Many of his client families have been with him for over 20 years, and they will tell you that he cares deeply about their well-being and that of their loved ones. This care is demonstrated through personalized service, effective collaboration, continuing education, and diligent market research. Cameron's relationship with clients is based on mutual trust and respect. As these relationships grow, he maintains strong communication through timely market and financial updates, annual portfolio reviews, and ongoing personal contact.
Born and raised in Southern California, Cameron cherishes spending time with his own family, including his wife, Melissa, and their young son, Alexander. In his free time, he enjoys exploring the world, playing golf, swimming, going to the beach, and reading with his son. Teaching Alexander piano, drums, math, and the concepts of generational wealth transfer and the family office is a joy he holds dear.