Cameron Barsness, CFP®
In her work as a primary financial planner to many clients, Cam is drawn to the financial coaching aspect of the business. She leads conversations around values, goals and the integration of these facets into clients’ investment portfolios and broader financial lives. These conversations often lead to strategies around charitable giving, impact investing and environmental, social and governance (ESG) issues. Cam then develops tax-advantaged giving plans and, together with the firm’s investment committee, identifies suitable investments.
Cam joined the firm in 2006 as an Associate and became a shareholder and Principal in 2015. In addition to her work with clients, she serves as the firm’s Chief Compliance Officer and, with her human resources hat on, its Chief Happiness Officer.
Cam graduated magna cum laude from Santa Clara University in 2004 with a degree in marketing. In the two years prior to joining KBBS, she was a project manager for a capital campaign of a new community bank and the banquets and catering manager and finance assistant for a restaurant in her home state of Montana.
In the local community, Cam is active in the Seattle Philanthropic Advisors Network (SPAN). She is also a regular participant in Seattle Mothers in Finance events. In the national financial advisor community, Cam volunteers with the CFP® WIN (Women’s Initiative) mentor program to help other female CFP® certificants and candidates to gain confidence and navigate their careers in finance.
Cam and her husband Erik live in Renton with their daughter Reece and sons Thymer and Ollie. She is a competitive athlete at her core and is happiest when outside hiking, camping or soaking up the summer sun.