Signed in as:
filler@godaddy.com
Signed in as:
filler@godaddy.com
Since May of 2009 LifePlan Wealth Management Group acted as a satellite for a Broker-Dealer and Registered Investment Advisory firm. In August 2021 with the help of a compliance team and technology company Tom Cama took a definitive move to established LifePlan Wealth Management Group as an Independent Registered Investor Advisory firm registered in the State of Connecticut.
The reason for registering the firm directly to the state is to put you the client first before any corporate self-interest. We believe we have selected an excellent core of third-party managers that can offer specific investment models for your needs.
Our goal is to grow the Registered Investment Advisory firm to a multi advisor firm. We are planning to add IAR Advisors to our firm when we feel they are a good fit for us and you the client.
Tom Cama is founder and President of LifePlan Wealth Management Group. He has been in the financial services industry since 2002. Prior to that he was a public school teacher from 1978 until 1981. He then was head of a family business that sold, manufactured, imported, and exported auto parts. Currently he is amid a plus 20-year career as
Tom Cama is founder and President of LifePlan Wealth Management Group. He has been in the financial services industry since 2002. Prior to that he was a public school teacher from 1978 until 1981. He then was head of a family business that sold, manufactured, imported, and exported auto parts. Currently he is amid a plus 20-year career as a wealth manager. Tom has worked in many aspects of the financial industry field. Along with a BS in education, CCSU 1978, he has passed exams series 6,7,63 and 65 along with a life and Health license. August 2021, Tom registered his firm to establish LifePlan as an independent RIA. This move allows him to vet and offer his clients a spectrum of alternative investments and the ability to create a General Partnership that will run a private equity fund. In the past, Tom has served as a trustee for a pension fund, The City of New Haven Employee Fund, for 12 years, 2008 to 2020. He also served as president of the Farnam Neighborhood House Board of Directors along with Chair of Saint Bernadette’s grammar school board. In his down time, he enjoys time with family and home improvement projects along with many recreational activities.
CFP®
Spanning a career of over 30 years, Paul has worked for New York Life Insurance, Mutual of America Life Insurance Company and the Prudential Insurance Company of America. After a long and successful professional career, Paul retired in 2021 but soon realized it was not for him. He decided to return to the workforce to use his collec
CFP®
Spanning a career of over 30 years, Paul has worked for New York Life Insurance, Mutual of America Life Insurance Company and the Prudential Insurance Company of America. After a long and successful professional career, Paul retired in 2021 but soon realized it was not for him. He decided to return to the workforce to use his collective skill sets to do what he does best, assist individuals and businesses with financial guidance and improve their financial awareness.
In 2023, Paul joined LifePlan to use his in broad experience to help prepare LifePlan’s clients for a sound financial future and help them reach their retirement goals with holistic, customized investment counseling. Paul prides himself on being a trustworthy financial professional and working with the client’s best interest in mind.
Paul remains passionate about helping others. Paul is active in civic associations and servedthe State of Connecticut, Department of Corrections as a Volunteer in their Service Unit for eleven years. In 2008, he was honored as the Outstanding Volunteer of the Year. Currently, Paul serves as a volunteer at Haven's Harvest, a New Haven, CT based community network to distribute food to the underprivileged and those in need.
Paul has been a Certified Financial Planner with the Certified Financial Planner Board of Standards Inc. Paul’s CFP Board ID No. is 63817.
Paul holds the Securities Industry Essentials designation, the Series 6 and 63 licenses and is a LifePlan Investment Advisor Representative in the State of Connecticut. Paul’s CRD No. is 2190695.
Here is a link to Paul’s FINRA BrokerCheck:
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.