Cameron Jensen, CFP®, MBA in

Cameron Jensen, CFP®, MBA

Login to view DISC.
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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
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.
+5 more topics Login to view topics
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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Cameron. Free, 10 seconds.