CamaPlan announced that Dave Wolcott will be hosting a live webinar on September 17th at 12:00 PM ET covering private credit, Self-Directed IRAs, and opportunities for investors.
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Private credit has become a growing area of interest for investors seeking income outside traditional public markets. Join Dave Wolcott on September 17th at 12:00 PM ET…
Company
CamaPlan
Empowering 8,000+ Investors & 1,500+ Capital Raisers | $3B+ Deployed | Self-Directed IRA Experts | 20+ Years of Trust
- Location
- Ambler, US
- Company size
- 11–50 employees
About CamaPlan
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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Presence & Recognition
CamaPlan announced that Douglas Lee of Flathead Forge will participate in a live discussion on September 10th from 12:00 to 1:00 PM ET on AI, data centers, manufacturing, and electrification challenges.
Presence & Recognition
CamaPlan employee Steve Csobaji is scheduled to speak with the RE Mentor Houston group for an evening focused on real estate deals, networking, and investor education at the Holiday Inn Express & Suites Houston Memorial on Thursday, September 10, 2026.
Products & Services
CamaPlan published a prohibited transactions guide explaining restrictions on collectibles such as artwork, antiques, gems, jewelry, and certain coins under IRS rules.
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