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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The CamaPlan annual revenue was $6.2 million in 2026.
Dan Cory is the Director Of Finance And Operations of CamaPlan.
20 people are employed at CamaPlan.
CamaPlan is based in Ambler, Pennsylvania.
The NAICS codes for CamaPlan are [52399, 523, 5239, 52, 523991].
The SIC codes for CamaPlan are [673, 67].