> Marc Jimenez

Marc Jimenez

  • Advisor Type: CFA, CFP
  • Firm: CAM Investor Solutions
  • Location: Denver, CO
  • Years of Industry Experience: 19
  • Website


Founded on decades of experience in providing advanced planning solutions and capital markets expertise to individual and institutional clientele. We focus 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.

Areas of Expertise

  • Holistic Financial Planning
  • Investment Advice
  • Small Business Planning

States Served ?


Fee Structure ?

  • Fee-only planning

Advisor Licensing ?

Central Registration Depository #: 286078
Financial Industry Regulatory Authority Securities and Exchange Commission

registered Registered

registered Registered

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