
California Asset Management
California Asset Management (CAM) is an independent financial advisory firm located in Modesto, California. The firm offers a comprehensive range of services, including investment management, retirement planning, estate planning, insurance, tax strategies, and lifestyle financial guidance. CAM emphasizes a client-centric approach, aiming to simplify complex financial concepts and provide honest advice to help individuals navigate life’s milestones, such as starting a career, marriage, family growth, entrepreneurship, and retirement. The firm prides itself on transparency, independence, and building long-term, trusted relationships with clients. Operating from 2937 Veneman Avenue, Suite B200, Modesto, CA 95356, CAM is committed to being more than just an advisor, seeking to be a partner, coach, and friend to its clients.