CamaPlan Email Format

Financial ServicesPennsylvania, United States11-50 Employees

CamaPlan is a financial services company focused on self-directed retirement accounts, operating as a third-party administrator that offers investors control and broader investment options for deploying capital. Founded by Carl Fischer and Maggie Polisano, the firm positions itself as a provider of expert guidance and flexible, responsive service to individuals seeking more autonomy in how their retirement funds are invested. Based in Ambler, Pennsylvania, the company serves clients across the United States and emphasizes personalized, client-centered service in the self-directed IRA space. The organization appears to target investors seeking greater choice and direct involvement in their investment portfolios within the retirement account framework, positioning itself within the niche of self-directed retirement account administration. A recent development noted is the expansion of its service reach from its local market to a national audience, maintaining a focus on client service and investment flexibility.

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