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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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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Decision-makers and verified team members
24 contacts with verified email or phone · masked until revealed.
- MP
Maggie Polisano
Principal · Finance & Accounting
EmailPhone - WM
William Mucker
Client Executive · Sales & Business Development
EmailPhone - DI
Donna Iannuzzi
Ira Trust Administrator · Finance & Accounting
EmailPhone - TS
Tatiana S. Kushner
Trust Administrator · Operations
EmailPhone - CF
Carl Fischer
Principal Owner Certified Financial Services Professional · Finance & Accounting
EmailPhone - MD
Michael Duncan
Marketing & Podcast Production · Other
EmailPhone - DC
Dan Cory
Director of Finance and Operations · General Business & Management
EmailPhone - BH
Brian Huber
Ira Trust Administrator · Finance & Accounting
EmailPhone - DI
Donna Iannuzzi
Ira Trust Administrator · Finance & Accounting
EmailPhone
Showing 9 of 24 verified contacts
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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