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

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REtirement
income

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April 27, 2021
Not All Real Estate is Created Equal

Real estate has become a popular investment vehicle over the last 50 years. It can be a great way to diversify your portfolio, keep pace with inflation, and grow your wealth. Real estate investing often involves purchasing, managing, renting, owning, or selling for a profit.

April 20, 2021
No Love for the Short Sellers

The past year has been a vivid reminder that the stock market often moves swiftly and dramatically in response to unexpected events.

March 31, 2021
Key Questions for Long-Term Investors

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below.

March 16, 2021
Stimulus, Stimulus, Stimulus

Provides Relief to Individuals and Businesses

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