Sarah Contino
CFP®
CAM Investor Solutions
Wealth Advisor
Sarah Contino
CFP®
CAM Investor Solutions
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sarah Contino, CFP®
Fee-Only financial planner located in Wesley Chapel FL, serving clients locally and across the country
Sarah Contino is a Tampa area fee-only advisor, serving clients locally and across the country. CAM Investor Solutions provides comprehensive financial planning, investment management, retirement income strategies, and executive stock and option compensation 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, Sarah Contino is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a Wealth Advisor and Investment Advisor Representative at CAM Investor Solutions, Sarah Contino, CFP®, specializes in assisting women by helping them feel confident about their financial future, as well as helping executives with their stock & option compensation, and couples seeking to retire.
Contino is an active mother of two (Rocco, 10 years old and Sophia, 14 years old) and a loving wife to her husband, Jason. The two are heavily involved in their children’s activities and Rotary club. Despite being a very career-driven person, friends and family lie at the heart of Sarah’s values, a quality which allows her to connect with the needs of each CAM client.
After 18 years of working for large corporate brokerage firms, Contino joined CAM to allow her to offer independent advice. As a fee-only fiduciary, this allows her to continue to best serve her clients. While she may still take time to unwind with activities like camping, and exercising her craftier side, her current creative outlet is developing marketing content and social media posts to help educate people about their money.
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 Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Women on the move
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Sarah Contino 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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Sarah Contino is an Accredited Asset Management Specialist
Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
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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 Sarah Contino
Office Locations:
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2236 Ashley Oaks Circle
Ste 102
Wesley Chapel, FL 33544
