Morgan Stanley
45yrs
Top advisor by experience in San Rafael
15yrs
Cameron Ott
Financial advisor at Edelman Financial Engines
Based in San Rafael, California, Cameron Ott is a fiduciary financial advisor with 15 years of industry experience. Cameron joined Edelman Financial Engines in 2025, after two years at Empower Advisory Group and ten years at Personal Capital Advisors. Cameron holds the CFP® designation.
One of 427 advisors with offices in San Rafael, and one of 363 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 52% of advisors at Edelman Financial Engines
Office3950 Civic Center Dr Suite 315, San Rafael, CA 94903
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Other
Typical client at the firm ?$375,508
Advisors at the firm727
States licensed ?1 state
Services through Edelman Financial Engines
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jun 2025 – nowEdelman Financial EnginesCurrent firm
- 2023 – 2025Empower Advisory Group, LLCPreviously
- 2013 – 2023Personal Capital Advisors CorporationPreviously
- May 2011 – Oct 2012Fisher InvestmentsPreviously
Contact Cameron
(833) 752-6333Firm headquarters in Santa Clara, CA. Ask for Cameron. 3950 Civic Center Dr Suite 315San Rafael, CA 94903Office · Get directions X (Twitter) pageEdelman Financial Engines
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Questions to ask Cameron
Tailored to Cameron’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Cameron
How do I contact Cameron?
Call Edelman Financial Engines at (833) 752-6333 and ask for Cameron Ott. Cameron works from the San Rafael, CA office.
How long has Cameron been a financial advisor?
Cameron has been in the industry since 2011, about 15 years. More experience than 52% of advisors at Edelman Financial Engines.
What licenses does Cameron hold?
Series 65. Tap any license on this page to see what it allows.
Is Cameron a fiduciary?
Cameron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cameron paid?
Edelman Financial Engines reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, other fees. Ask Cameron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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