Cam Willcox
Advisor at Willcox Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Willcox Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Originally from Massachusetts, I now reside in Denver, Colorado with my wife, Carolina. My interest in personal finance began shortly after graduating college, during my time working for the Boston Red Sox. While the role provided a memorable experience, I quickly realized how challenging it was to navigate employee benefits, manage a budget, and begin saving—especially in a high-cost city. That experience revealed a significant knowledge gap, which I set out to fill through self-study and a deep dive into personal finance literature. Over time, that curiosity evolved into a clear professional purpose: to help others gain clarity and confidence in their financial lives.
Following my time in sports, I spent several years working in various client-facing roles across the financial services industry. I gained experience at a regional bank, a large brokerage firm, and most recently, a national Registered Investment Advisor (RIA). Each role offered valuable insight into different areas of the financial world, and collectively, they reinforced my desire to create something more personal and client-centered.
I founded Willcox Wealth Planning with the goal of providing clear, unbiased financial advice rooted in trust, education, and long-term relationships. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent (EA), which allows me to serve clients not only in a comprehensive planning capacity but also with specialized tax expertise before the IRS.
Outside of work, Carolina and I enjoy all that Colorado has to offer. We spend much of our free time outdoors—hiking, biking, or skiing—as well as exploring Denver’s vibrant local food and coffee scene.
Willcox Wealth Planning, LLC
2025 - Present (1 year)
Mercer Global Advisors Inc.
2022 - 2025 (3 years)
E*TRADE Securities LLC
2020 - 2022 (2 years)
E*TRADE Capital Management LLC
2020 - 2022 (2 years)
E*TRADE Capital Management LLC
2020 - 2020 (1 year)
E*TRADE Securities LLC
2020 - 2020 (1 year)
Citizens Bank
2019 - 2020 (1 year)
Citizens Securities Inc.
2019 - 2020 (1 year)
Capo Restuarant
2018 - 2020 (2 years)
Boston Red Sox
2016 - 2019 (3 years)
Boston Red Sox
2015 - 2016 (1 year)
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