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 in self-directed retirement accounts.
 
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. As a third-party administrator, CamaPlan provides innovative investment opportunities for savvy investors seeking direct control and more choices in how they deploy their investment capital.

Finance

Investment Management

Retirement

CamaPlan

CamaPlan's headquarters in Ambler, United States

This department focuses on identifying growth opportunities and establishing strategic partnerships to enhance market presence.

Business Development

This department focuses on managing client relationships and providing consultation services to ensure client satisfaction and success.

Client Services

This department oversees financial planning, budgeting, and operational strategies to ensure efficient resource management.

People (3)

Jobs (0)

Other teams

Client Services

Finance and Operations