Cameron Jensen, CFP®, MBA in

Cameron Jensen, CFP®, MBA

Evaluator · DISC type dsc
Founder | Wealth Advisor at By The Tree Financial, LLC
📍 Greater Houston, United States

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.

Read the full overview →
Experience
26 Years
Current Role
Founder | Wealth Advisor
Job Level
Leadership
Location
Greater Houston, United States
Personality Overview

How Cameron shows up

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

Priorities

Topics Cameron cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2018 - 2020
Executive MBA
University of Utah - David Eccles School of Business
2008 - 2012
Bachelor of Arts - BA
Portland State University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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