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VerifiedFinancial Services· Founded 2003

Camaplan

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.

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HeadquartersAmbler, United StatesEmployees25(11 to 50)Annual revenue$1M to <$10MFounded year2003Websitecamaplan.comLinkedIn profileLinkedIn

Verified contacts

24

available on Kipplo

LinkedIn employees

25

11 to 50 range

Open roles

no listings

Distinct roles

19

indexed titles

Tech stack

0

tools in use

Monthly traffic

1.4K

organic / mo

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Top roles at Camaplan

19 distinct titles indexed · top 10 shown.

  • 3ira trust administrator
  • 2client relations specialist
  • 2trust administrator
  • 1account executive
  • 1accountant
  • 1admin assistant
  • 1business development manager
  • 1client executive
  • 1coordinador de pcr
  • 1director of finance and operations
  • +9more titles

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