Cameron Thornton Assoc

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The Strategic Profile Process™ is a data-gathering and fact-finding discovery methodology that clearly identifies your crucial financial issues to be evaluated during the next twelve to thirty-six months. Creating a thorough inventory of your financial situation is the first step in tailor making the plan to best serve your unique needs. The Critical Factors Analysis™ is a strategic evaluation of strengths and critical weaknesses present in your unique financial inventory. This process whittles down gathered data to clearly identify relevant factors.

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.

When CTA was founded in 1982, our firm’s focus was “on the money.” As time progressed, we encountered examples of money affecting those we loved, and those we worked with in some very unexpected and unpleasant ways.

CTA is dedicated to serving individuals, families and professionals seeking financial advice to help acquire, manage and protect their assets. We understand that successful, busy people who possess the intellect to design and monitor their own portfolios often simply lack the interest or time required to properly navigate all the necessary details. We work with you to develop, implement and manage a customized plan for your individual circumstances, freeing you up to devote your valuable non-working hours to the things most important to you in life.

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