A Better Way to protect your financial health

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Welcome to CAM Investors

Providing a better way to protect your financial health  

Founded on decades of experience in providing advanced planning solutions and capital markets expertise to individual and institutional clientele.  We focus on engaging the needs of our clients to increase the quality of their life.  Our firm is committed to innovation through rigorous academic research as we continue to best serve a multi-generational audience.

Meet the Team

Marc Jimenez
Wealth Advisor
CFA, CFP®
Marc Jimenez specializes in helping individuals with their stock and option compensation and small business owners managing their concentrated wealth.

Marc Jimenez

Sarah Contino
Wealth Advisor
AAMS® CRPC®
Sarah Contino specializes in assisting individuals in higher education, executives with their stock and option compensation, and small business retirement plans.

Sarah Contino

ALYSSA CALHOUN
Director of Client Communications
MBA
Through her passions, experiences, and genuine desire to see others succeed, Calhoun is able to create real connections with her clients. make a positive impact on their lives

ALYSSA CALHOUN

Financial planning strategies

Everyone needs planning.  Our advanced planning solutions are designed to help families, business owners, and busy executives make smart decisions.  We utilize a multi-generational approach that provides measurable benchmarks with a focus on wealth accumulation, tax-planning, small business transition, risk management, and preservation of capital.
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Financial
Planning &
Retirement income

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stock & options

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July 26, 2021
Every Generation Learns its Lesson

Inflation fears are dominating the financial news headlines these days, and it’s not hard to understand why. The Covid-19 global shutdown in 2020 was an unprecedented economic event,

July 8, 2021
TAX SHELTERING AND COMPOUNDING

The American Families Plan that President Joe Biden introduced in late April contains several tax proposals which could have broad-ranging impacts for investors.

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