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Our Focus

Multi-Generational Families

Multi-Generational Families

Being financially secure is more than knowing your risk tolerance, having an investment portfolio in place, or saving for retirement. It’s about aligning your wealth to fuel your life and legacy goals. Let us help you and your loved ones put your best plan forward.

Entrepreneurs & Business Owners

Entrepreneurs & Business Owners

Running a business can be exhilarating but all-consuming. Let us help you protect your family and your business by building a plan that considers your full financial picture.

Individuals in Life Transitions

Individuals in Life Transitions

Life changes. We understand the complexities of life including the death of a spouse, the birth of a grandchild, going through a divorce, or the sale of a business. We partner with you to help create a plan that covers all “what ifs” life throws your way.

Retirement Plan Services

Retirement Plan Consulting Services

California Asset Management (CAM) proactively partners with plan sponsors and organizations, seeking to understand all aspects of each unique retirement plan, convey knowledgeable guidance, and provide exceptional service.

Types of Plans Served:

  • 401(k)
  • 403(b)
  • Non-Qualified Deferred Compensation Plans (including 457 Plans)
  • Profit Sharing Plans
  • Defined Benefit Plans

California Asset Management (CAM) seeks to distinguish true value through the careful assessment of suitable providers whose services and capabilities best align with the plan’s unique needs. And, every client is surrounded by a dedicated advisory team that employs its industry knowledge along with premier technological tools to enhance the overall service experience.

How We Can Help

  • Maximize Tax Deferral Strategies
  • Improve Operational Efficiency
  • Manage Fiduciary Risk
  • Identify and Recommend Cost Efficiencies
  • Streamline Investment Selection and Monitoring
  • Increase Employee Satisfaction



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Variable Annuities
Fixed Indexed Annuities
Deferred Income Annuities
Variable Universal Life
Indexed Universal Life
Term Life

Whole Life
Universal Life

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 209-572-1303