Bio
Credentials
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Certified Distance Education Instructor (CDEI)
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Certified Financial Planner Board of Standards Sponsor
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Certified IRA Services Professional (CISP)
The Institute of Certified Bankers -
Certified Trust Specialist
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Delaware Real Estate Commission Instructor
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New Jersey Real Estate Continuing Education Instructor
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Experience
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CamaPlan
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Ambler, Pennsylvania
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Principal Owner/Certified Financial Services Professional
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Nov 2003 - Present
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Ambler, Pennsylvania
Self-directed IRAs and 401(k) plans provide the flexibilty to invest your IRA in real estate, notes, private placements, precious metals, tax liens and almost anything else that the IRS does not prohibit. Self-direction also allows for clients to control their IRA investments and use their expertise and knowledge to build wealth and plan for their future. With a CamaPlan self-directed IRA, you are in full control and can choose from a wide range of permissible assets.CamaPlan is a third party administrator as required by the IRS for self-directed accounts. Part of our service is keeping records of your investment transactions and reporting to the IRS accordingly. We offer personalized self-directed IRA planning and customer service, as well as free financial education through our Cama Academy to help you make the right investment choices and perform the proper due diligence.A CamaPlan gives you access to a multitude of investments that have historically only been available to the very wealthy and the elite. It’s what brokers won’t tell you about because it has no commissions or kickbacks, and is based solely on your requirements. It’s a plan that you direct which has the maximum tax-free and tax-deferred benefits allowed by law. Please contact me to learn more about the types of plans we offer at [email protected]
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Past President of Industry Partner Council
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Jun 2009 - Jun 2010
Served as the president of the Industry Partner Council of National REIA- June 2009/2010. Vendor services such as self directed IRA administrator to investors in real estate and notes was helpful in providing a benefit package to investment groups nationally. Carl was teamed up with other national companies, Home Depot, Sherwin Williams, Roto Rooter, National Insurance Providers, etc to provide a unified sytem of support for the individual groups and their members.
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Engineer and Project Manager
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Jan 1977 - Aug 1995
Launched rockets at Kennedy Space Center and Cape Canaveral FL from 1977 to 1995. Started with Martin Marietta in 1977 as an Engineer on the Shuttle Launch Team, responsible for integration of shuttle hardware and launch operations. Project manager on advanced program proposals for NASA and the Air Force including Space Station and the Orbital Maneuvering Vehicle programs. Manager of payload integration with Commercial Titan program and also worked with the Titan IV heavy lift unmanned military secret rocket launches. Left Lockheed Martin in 1995 to pursue other adventures.
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Education
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1972 - 1976Cornell University
Bachelor of Science Engineering, Engineering and Architecture -
1968 - 1972Cardinal Gibbons High School Fort Lauderdale, FL
Bachelor of Science Engineering
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