Marc Jimenez
CFA® CFP®
CAM Investor Solutions
Wealth Advisor | Chief Investment Officer | Founder
Marc Jimenez
CFA® CFP®
CAM Investor Solutions
Wealth Advisor | Chief Investment Officer | Founder
As a fee-only independent wealth advisor, I provide a better way to protect your financial health. - Marc Jimenez, CFA® CFP®
We are a fee-only financial planning firm with offices located in Colorado, Florida, and Texas. As a growing wealth management firm, we serve clients around the country.
Marc Jimenez is an Austin, TX fee-only financial planner. CAM Investor Solutions provides comprehensive financial planning, investment management, retirement income strategies, and executive stock and option compenstion to help business owners, corporate executives and multi-generational clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Marc Jimenez is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As Founder and the firm’s Managing Principal, Marc Jimenez focuses on engaging the needs of his clients to increase the quality of their life. In his role as Wealth Advisor and Chief Investment Officer, he specializes in guiding business leaders and small business owners with their stock & option compensation, along with managing their concentrated wealth.
After over 20 years in the industry CAM was birthed from the necessity of helping a multigenerational audience navigate their finances. This included a greater use of innovative technology, a forward-thinking approach to investments & risk management, and more comprehensive financial planning solutions.
Jimenez lives a well round life in which makes his work with clients all the more relatable. When he’s not working closely with clients or on firm initiatives, he is spending time with his family, trail running, and maybe even catching a little sports or music in person. He’s also involved in the local chess community where he continues to volunteer and teach chess to children of all ages; including establishing Clocks for Kids which helps support, promote, and foster the development of scholastic chess players.
Marc Jimenez is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Providing a better way to protect your financial health.
Founded on decades of experience in providing advanced planning solutions and capital markets expertise to individual and institutional clientele. CAM Investor Solutions focuses on engaging the needs of our clients to increase the quality of their life. Our firm is committed to innovation through rigorous academic research as we continue to best serve a multi-generational audience.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Strategies
- Investment Management
- Executive Stock and Option Compensation
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Self Employed Individuals
- Business Owners and Executives
- Growing Families
- College Education Planning
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Marc Jimenez is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Marc Jimenez is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Marc Jimenez is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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CAM Investor Solutions is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Marc Jimenez
Office Locations:
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623 W. 38th Street
Suite 320
Austin, TX 78705 -
387 N Corona St
Suite 538
Denver, CO 80218 -
2236 Ashley Oaks Circle
Suite 102
Wesley Chapel, FL 33544
