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CamaPlan

122 East Butler Ave, Suite 100
Ambler PA 19002
Membership Types(s):
LGBA Membership
Contact(s):
Carl Fischer - (LGBA Membership)
William Mucker - Operations Mgr (LGBA Membership)
Rebecca Pupillo - Marketing and Sales Administration (LGBA Membership)
Lisa Zhang - Marketing (LGBA Membership)
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About

For Investors, by Investors…

What began as a small, regional firm dedicated to serving clients in the Northeastern US is now growing into a national presence…

CamaPlan was founded by veteran investors Carl Fischer and Maggie Polisano as a company run “for investors, by investors.” Since its inception, the name “CamaPlan” has come to be synonymous with expertise, flexibility, responsiveness, and diversity of investment choices.

CamaPlan first made its mark in its local market by providing superior client service and expert guidance to investors seeking the freedom and flexibility of a self-directed IRA, and it is now offering the same friendly, personalized service to investors across the country. CamaPlan continues to provide innovative investment opportunities for savvy investors seeking direct control and more choices in how they deploy their investment capital.

As CamaPlan has grown, its commitment to excellent service has remained constant. The heart of CamaPlan is its highly-trained staff, and they are known for being responsive to the needs of individual investors, especially those interested in investing in alternative assets such as precious metalsreal estatemortgage noteshedge funds, and private placements, just the types of high-yield assets that traditional money managers steer their clients away from.

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