At CAM, we focus on engaging the needs of our clients to increase the quality of their life.
Out of desire to be a true advocate for the ongoing needs of our clients, CAM was founded in 2017 as a fee-only independent advisory firm. We are committed to creating an advisory firm of excellence based on quality, integrity, and timely access to extraordinary financial advice. We strive to ensure there will be adequate time to listen to our clients, to think critically, to problem solve, and to collaborate with leading financial experts across the industry.
Marc Jimenez, CFA, CFP®
Our Values
Help who you care about most
Fostering an altruistic attitude in one’s life
Commitment to lifelong learning
Focus on what’s important to you
Choosing a Financial Advisor
What makes a financial planner a good fit for a client? Watch this quick video segment where Marc Jimenez, Managing Principal and Chief Investment Officer at CAM Investor Solutions, provides insights to clients looking for investment solutions on what questions to ask and what to look for in an investment planning firm.