CTA WEALTH ADVISORS - Key Persons
To help people pursue what matters most in their lives, Cam founded Cameron Thornton Associates in 1982 - a Registered Investment Advisory and Financial Consulting firm located in Burbank, California.
Cam's aim through his professional career has been to help people keep the promises that they have made to themselves. He guides them through a process which allows them to bridge what they own, and what they believe. He does this by combining The Wealth Development System™, his unique wealth growth and preservation solution, with the family-first planning philosophy of The Heritage Institute.
Job Titles:
- Member of the CTA Team
- Associate With Cetera Advisor Networks LLC
- Staff Paraplanner
Tamara Klippenstein & James Reeley are non-registered associates with Cetera Advisor Networks LLC and do not offer securities or advisory services.
Job Titles:
- Associate
- Member of the CTA Team
- Associate With Cetera Advisor Networks LLC
- Staff Paraplanner
Tamara Klippenstein has been an associate of CTA since 1997. As our Staff Paraplanner, Tammy is responsible for the preparation of Investment Policy Statements and Asset Allocation strategies. She also helps with tax preparation services, and performs stock research and data gathering duties. Before joining CTA, Tammy worked for over 10 years in the healthcare industry, serving as the Director of Reimbursements for a medical services corporation. Tammy lives with her husband, Wayne, and their two active children in Stevenson Ranch.
Tamara Klippenstein is a non-registered associate with Cetera Advisor Networks LLC and does not offer securities or advisory services.
Job Titles:
- Investment Adviser
- Member of the CTA Team
- CERTIFIED FINANCIAL PLANNER
Trevor M. Cole, a CERTIFIED FINANCIAL PLANNER™ professional and a licensed life and disability insurance agent, is an Investment Adviser Representative and Registered Principal with Cetera Advisor Networks.
Trevor is an Investment Adviser Representative of CTA Wealth Advisors, Inc., offering financial planning. He is also the Director of Compliance for CTA Wealth Advisors, Inc. CTA Wealth Advisors, Inc. is a Registered Investment Advisory firm which was established in 1982.
Trevor entered the financial services industry in 1996. Prior to joining Cameron Thornton Associates in 1996, Trevor worked in the insurance industry with both State Farm and The Prudential.
Trevor was educated at California State University, Northridge, receiving a degree in Finance from the College of Business and Economics.