Cameron Jensen, CFP®, MBA

Evaluator
DISC Type : dsc

Founder | Wealth Advisor at By The Tree Financial, LLC

Greater Houston, United States

Overview

Cameron Jensen is a CERTIFIED FINANCIAL PLANNER™ with an MBA from the University of Utah and over two decades of experience. After a long tenure at Fidelity Investments, he founded By The Tree Financial to offer purpose-driven planning. He also founded consulting and design firms to support his mission.

Outside of finance, Cam is a dedicated husband and father. He is passionate about cultivating bonsai trees, often using them as a metaphor for intentional growth and refinement. He also loves fishing and keeps poles in his car, believing in seizing every opportunity for a trip.

He founded a separate company, By The Tree Designs, which crafts custom, purpose-driven coins and symbols to represent clients values and commitments.

Personality Overview

Fast But Analytical

Quality Focused

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Purpose-Driven Planning
His entire financial practice is built around helping clients align their financial decisions with their core values and long-term purpose.
Bonsai Cultivation
He frequently posts about his bonsai trees, drawing parallels between the discipline of pruning them and the intentional refinement required in financial planning and life.
Advisor Coaching
He founded By The Tree Consulting specifically to empower and guide other financial advisors in creating client-centered, value-driven practices.

Media Appearances

Cameron has no verified media appearances

Work History

2-2026
Founder | Wealth Advisor at By The Tree Financial, LLC
1-2026
Founder | Lead Consultant at By The Tree Consulting, LLC
10-2025
Founder at By The Tree Designs, LLC
8-2021 - 12-2025
Vice President, Branch Leader at Fidelity Investments
11-2016 - 8-2021
VP, Regional Planning Consultant at Fidelity Investments

Education

2018 - 2020
Executive MBA from University of Utah - David Eccles School of Business
2008 - 2012
Bachelor of Arts - BA from Portland State University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Greater Houston, United States Job Level : Leadership Designation : Founder | Wealth Advisor at By The Tree Financial, LLC
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Insights For Selling To Cameron

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cameron is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Cameron

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Cameron move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Cameron take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Cameron

Personality Compatibility


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