Paul M. Neltner, CPA/PFS
I started Camden Investment Co. out of a desire to do more for my clients.
Throughout my career as a CPA, I often noticed a discrepancy between what clients expressed as their financial goals and how their investment portfolios were allocated. I thought I could help clients make sense of the bigger financial picture and better align their investments with their goals.
I studied for and earned the Personal Financial Specialist credential from the American Institute of Certified Public Accountants. In 2001, I began providing independent investment advice to help clients develop innovative strategies to meet their unique financial goals.