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Cam Roehl

Relationship Manager CFP Southfield Wealth Management
248-223-3887
Specializes In: Estate Planning Personal Tax Planning
I attribute my interest in finance to growing up on a farm. I’d often go to the market with my dad and was fascinated with the fluctuation of cow prices. It was a real-world lesson in free market economics!”
Cam Roehl
Relationship Manager, CFP

Experience

I provide holistic financial advice related to investments, retirement, estate planning, charitable giving, and personal taxes. As my clients’ personal CFO, I help them navigate their unique financial plans to work toward accomplishing their short- and long-term financial goals.

I interned with Plante Moran in college and, after graduating from Michigan State with a B.A. in finance, I started full time in 2013. I’m also active in the Macomb and St. Clair County Estate Planning councils.

Outside of work, I enjoy spending time outdoors, boating, and traveling.

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