Fee-only fiduciary · Long Island, NY
Guidance through 401(k) rollovers, retirement income decisions, and major life changes — with transparent fees, direct access to the founder, and no products to sell.
What to expect on the call:
• A quick overview of your current situation • Clear answers to your biggest questions • Simple next steps based on your goals
No pressure, no commitment — just a straightforward conversation.
Dan Zimon
Series 7 · Series 66
Former portfolio manager and trader at top-tier firms · Based on Long Island
Time in the market
Staying with a disciplined plan through the hard stretches is the work. Reacting to headlines usually means leaving when markets feel scariest and rejoining after the recovery has already started — a round trip most families never meant to take.
Illustrative only. Not a forecast or a return projection.
Start here
Start here. Answer a few quick questions and get clear on your next step.
How Camba invests
Camba Capital builds portfolios the traditional way — globally diversified, tax-efficient, and rebalanced to target. The real work is the work most clients never see: risk management, income planning, and a steady hand across years of market cycles.
The single biggest financial decision most working families ever make is the one nobody helps them with: lump sum versus annuity, single life versus joint-and-survivor, when to start drawing, and how it all fits with Social Security and the 401(k). Camba walks through every scenario with the math on the table — no product pitch at the end.
Leaving a job, retiring, or cleaning up old employer plans is the second most consequential set of decisions most households make. Camba walks through every option as a fiduciary — with portfolios custodied at Fidelity Institutional and Altruist, and tax-aware implementation as the default, not an upgrade.
See what your old 401(k) is costing youFee schedule
In plain dollars
On a $500K portfolio that's about $4,500 a year. On $1M, about $8,500. Billed in quarters, not all at once.
No commissions. No product revenue. No minimums. No hidden fees.
Camba comes to you
Camba Capital serves families across all of Long Island — Nassau and Suffolk Counties, from Garden City and Mineola in the west, through Hicksville, Plainview, Syosset, and Huntington, out to Smithtown, Commack, Stony Brook, and Port Jefferson in the east. No office visit required. Most clients have never had an adviser come to them. That is how it should work.
Next step
Camba walks through where you are, what matters most to you, and what your options look like. No pressure, no commitment — just a straightforward conversation.