Camille Bouvet, CFP®
Invest for today. Plan for tomorrow.
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Serving Clients Nationwide
Invest for today. Plan for tomorrow.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Camille Bouvet, CFP®
Camille Bouvet is a financial advisor and Certified Financial Planner® with Oath Planning. Based in Pittsburgh, Pennsylvania, she helps clients bring clarity and intention to their financial lives.Camille's path into financial planning has been shaped by a desire to build deeper, more meaningful client relationships. After beginning her career in traditional financial planning and completing the CFP® certification process, Camille sought a more personal, education-focused approach to helping people with their finances.
She went on to work as a financial wellness coach, partnering with employers to support individuals through financial education, guidance, and behavior-based coaching. In that role, she helped employees navigate everyday financial decisions, from managing cash flow and debt to building long-term confidence with their money.
Today, Camille brings that same coaching mindset into her work as an advisor. She combines technical planning with a focus on wellness, intentional living, and helping clients align their finances with what matters most to them. Her approach is rooted in making financial decisions feel approachable, personal, and sustainable over time.
Originally drawn to financial planning as a way to support her peers and younger generations, Camille continues to focus on empowering clients with the knowledge and confidence to make informed decisions at every stage of life.
Camille graduated from Virginia Tech with a degree in Applied Economic Management, Financial Planning.
Outside of work, Camille enjoys yoga, running, spending time with family and friends, DIY home projects, cooking, and reading.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
1055 Westlakes Drive, 3rd Floor, Berwyn, Pennsylvania, 19312
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Visit our website and click the 'Get your free consultation' button to request we contact you. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Oath Planning
Oath Planning is not just another financial advisory firm—we take a holistic, client-centered approach that integrates estate planning and financial strategy to create a comprehensive plan for long-term success. We align your money with your meaning, and your wealth with your well-being, so you can finally step into the life you know you want to live, without what’s been holding you back.Your money should support the life you want to live today, not just a future many years away. Our fiduciary advisors simplify everything from investment strategy to tax minimization. With a single trusted partner by your side, you gain the confidence to live fully and plan wisely.
The best plans are simple. Working with Oath means a single point of contact for getting all of your finances in order. While most firms focus on asset growth alone, our integrated approach aligns every aspect of wealth to bring more purpose and presence to your life.
Education
Virginia Tech, Bachelor of Science (BS), Applied Economic Management, Financial Planning
Hobbies and Interests
- Cooking
- Crafts
- Family
- Reading
- Running
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Families
- Intergenerational Families
- Investors
- Living in Retirement
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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Trusted Financial Advisors Who Truly Care Highly Recommend Camille & the OATH Management Team
I have been working with Camille and the OATH management team for several months, and the experience has been outstanding. Camille has been an incredible partner in helping us navigate our financial growth, portfolio updates, and any concerns that have come up along the way. She is consistently trustworthy, open, honest, and genuinely supportive. I have always felt that she has my family's best interests at heart, not only for me but also for my children and their financial future. Her guidance is thorough, thoughtful, and easy to understand, which has given me confidence in every decision we've made. Communication has been exceptional. Camille is responsive, proactive, and takes the time to answer every question with patience and professionalism. She is also incredibly flexible when it comes to scheduling, making it easy to connect despite busy calendars. I truly appreciate the personalized attention, transparency, and level of care that Camille and the OATH management team provide. I highly recommend them to anyone looking for knowledgeable, trustworthy financial professionals who genuinely care about helping their clients succeed.
Review OATH/Camille/Management Team
We have been pleased with the professionalism and knowledge of Camille Bouvet, CFP. She listens and answers all our questions. We appreciate her online/zoom meetings every 3 months giving us an update on our financial situaition. Since OATH started managing our financial profile, we have noticed the management team has increased the value of our financial investments.
5 Stars
5 Stars
5 Stars
We love Oath! Alec is our point of contact. I love how we are always able to reach out to the same person. He knows us, we chat, and he checks up on us regularly. Something we truly appreciate. Oath handles our estate planning and investments smoothly and professionally. This is by far the best firm we have worked with.
5 Stars
I have had a fantastic experience working with Michael. He makes it very easy to contact him and is very professional and friendly. He’s always there to answer any questions that I have.
5 Stars
Very positive. All questions answered.
5 Stars
Individualized and personalized care by entire team. We highly recommend Oath Planning! Joani
5 Stars
They have done wonders with my portfolio. The best move I could have ever made!
5 Stars
Oath Law has been super involved in our estate planning and financial management.I get quick responses when I call and feel like they really care about our well being.
5 Stars
My wife and I have been with Oath for several years. They have managed our financial assets as if they were their own. We are totally satisfied with their advice based on what we initially discussed with them as to our long-term goals. We do not believe anyone could do better. Highly recommend them!
5 Stars
5 Stars
It has been a great experience working with Oath Law. They treat you like a friend and take time to know you. We have the comfort and peace of mind knowing they are looking out for us and watching our investments for our benefit. We are retired and the confidence knowing our money is in good hands takes a lot of stress off our minds. Thanks Michael and everyone at the Tulsa office.
5 Stars
Oath Planning keeps in touch and let me know what's going on with my accounts which are doing well under their watch. Estate planning was also an easy process with their team.
5 Stars
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