About CamaPlan
For Investors, by Investors…
What began as a small, regional firm dedicated to serving clients in the Northeastern US is now growing into a national presence.
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.
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. CamaPlan continues to provide innovative investment opportunities for savvy investors seeking direct control and more choices in how they deploy their investment capital.
As CamaPlan has grown, its commitment to excellent service has remained constant. The heart of CamaPlan is its highly-trained staff, and they are known for being responsive to the needs of individual investors, especially those interested in investing in alternative assets such as precious metals, real estate, mortgage notes, hedge funds, and private placements, just the types of high-yield assets that traditional money managers steer their clients away from.
Real answers for real people…
CamaPlan doesn’t just make it possible to invest in alternative assets; it also teaches investors how to put their money to work, safely and wisely. Educating its investor-clients on the opportunities and benefits of self-directed investing and sharing new strategies is central to CamaPlan’s mission. In everything it does, CamaPlan seeks to empower its clients to maximize the advantages of self-directed investing by showing them new possibilities and helping its investors realize them.
Grow with us…
CamaPlan has stayed true to its origins as a local company serving a close-knit community of independent investors, and as it continues to grow, CamaPlan is in the unique position of being a nimble, responsive player among the larger financial firms that are beginning to enter the self-directed IRA market.
For investors seeking expert guidance, security, and personalized service in their self-directed investments, nothing makes more sense than CamaPlan.
Carl Fischer
Principal
Carl Fischer is a Cornell University graduate and third-generation real estate developer. Carl began his investing career in the 1970s when he was employed as a rocket scientist at Kennedy Space Center in Cape Canaveral, Florida. He is presently one of the founders and principals of CAMA Self-Directed IRA, LLC (dba CamaPlan). CamaPlan is a national company headquartered in Ambler, PA.
Carl has implemented plans and managed millions of dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He has increased his net worth and controlled many endeavors with the self-direction tools available. In addition to his hands-on experience, he has spoken to many groups, including real estate investors and brokers, CPAs, financial advisors, and mortgage professionals, about the power and possibilities of IRA, 401(k), and qualified plan self-direction. He invests in PA, NJ, NY, FL, NC, and WI.
Carl’s unique background, education, experience, and empirical knowledge relating to business, finance, technical requirements, scheduling, and overall management make him a key element in the success of his clients in controlling their own financial future.
Maggie Polisano
Principal
Maggie Polisano is a third-generation real estate investor, a Certified Trust Specialist (CTS), and a Certified IRA Services Professional (CISP). She has an education in Computer Science at Villanova University.
With extensive experience in the investment and development of commercial and residential properties across Pennsylvania, New Jersey, and Florida, Maggie brings a wealth of knowledge and a proven track record of highly successful real estate ventures. Her background in computer science, combined with prior training as a financial consultant and her work as a systems analyst, allows her to guide clients with both technical precision and financial expertise.
Maggie specializes in helping individuals and business owners understand tax-advantaged strategies related to notes, mortgages, options, and other real estate transactions. She is also skilled in helping clients select the most suitable plans to meet their long-term financial goals.
She is an active member of several professional associations and belongs to groups that support and promote women-owned businesses, further strengthening her network and commitment to empowering entrepreneurs.
