Fidelity Investments
About Camba Capital
Institutional rigor, in plain English.
Camba Capital, LLC was founded by Daniel Zimon to take what years on the institutional side of capital markets actually taught — about risk, about portfolios, about what really drives long-term outcomes — and translate it into something a working family can use. One fiduciary advisor. Plain English. The relevant numbers on the table. At your kitchen table, on your calendar.
Founder
Daniel Zimon
Founder and Principal, Camba Capital, LLC. Fee-only fiduciary serving Long Island.
Daniel spent more than a decade on the institutional side of capital markets — across hedge funds where risk discipline, quantitative rigor, and process were not optional — before making a deliberate move into household wealth planning. The conviction that drove that move was simple: most working families have no one in their corner who actually understands how money is managed at the institutional level, and the gap between what professionals know and what families are told is the most expensive thing in retail finance.
Camba Capitalis the result. Daniel takes everything that experience taught — about markets, about portfolios, about risk, about what really drives long-term outcomes — and translates it into something a working family can actually use. No jargon. No talking down. No “trust me, it's complicated.” Just plain English, the relevant numbers on the table, and a clear path forward for whatever decision is in front of you.
Whether the question is when to elect a pension, how to roll over a 401(k), how to invest a windfall, or whether to retire next year — Camba meets each family where they are, not where the industry assumes they should be. The institutional rigor lives in the work behind the scenes. The conversation lives at the kitchen table. The math is on paper. And the answer is whatever is honestly best for the family, never what is best for a product.
MS Discovery
Portfolio Manager
Millennium Management
Trader & Research Analyst
Zimmer Lucas Capital
Associate
Licensing & credentials
Series 7 · Series 66 · SIE · NY Real Estate · Notary Public
Fully licensed across investment advice, securities, real estate, and the everyday paperwork most retirement decisions actually involve. Notary services are included at every in-person meeting at no additional cost — beneficiary updates, IRA rollover forms, joint-and-survivor elections, account transfers — the kind of paperwork that usually means a trip to the bank.
Service area
We come 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. Most clients meet with the firm at their kitchen table, their workplace, or over Zoom. Most have never had an adviser come to them. That is how it should work.
How Camba operates
A different standard of care.
Institutional process, household scale
Risk-aware portfolio construction, disciplined rebalancing, and tax-aware implementation — the same process used on institutional capital, applied to a family's balance sheet.
Forward-looking, not backward-looking
A decade-horizon thesis on the sectors shaping the next ten years — space, robotics, AI, energy, solar — combined with a research workflow that tracks the trends, policy shifts, and capital flows that move them.
Direct access to the founder
One advisor, one phone call, no hand-offs. Clients meet with Daniel Zimon directly — at the kitchen table, the office, or over Zoom — for every review, every decision, every question.
Start the conversation
A thirty-minute call. No cost, no obligation, no sales pitch.
A conversation about where you are, where you want to be in ten years, and whether Camba Capital is the right partner for the work between here and there.