Rick Bailey

Tax Attorney

CEO of Camas Advice
Herbert Financial Same Size (10)
Leader Insights

Education

Juris Doctorate, a Master’s in Accountancy/Taxation

Certification

JD, MAcc, Certified Financial Planner®,

Rick Bailey

Tax Attorney

CEO of Camas Advice
Rick Bailey, JD, MAcc, CFP®, is the founder and CEO of Camas Advice and one of the nation’s most respected estate planners. With a Juris Doctorate, a Master’s in Accountancy/Taxation, and certification as a Certified Financial Planner®, Rick has decades of experience as an attorney, financial planner, and former Regional Marketing Director and Advanced Planner for a major life insurance company. He specializes in advanced estate planning, case design, and tax strategies, providing trusted guidance to private clients, CPAs, attorneys, and financial professionals. As a nationally recognized educator and speaker, Rick has trained thousands of professionals on business succession, income-tax planning, asset protection, and wealth preservation, and his book *Orchestrate Your Legacy* has been widely praised for its practical insights. Splitting time between Kissimmee, Florida and Mesa, Arizona, Rick enjoys scuba diving, sports, and time with his wife, five children, and growing number of grandchildren.