About LifePlan
An Independent RIA. Built Around You.
Independent. Client-first. Registered in the State of Connecticut since 2021.
Our Story
From satellite office to independent RIA
Since May of 2009, LifePlan Wealth Management Group has acted as a satellite for a Broker-Dealer and Registered Investment Advisory firm. In August 2021, with the help of a compliance team and a technology company, Tom Cama took a definitive move to establish LifePlan Wealth Management Group as an Independent Registered Investment Advisory firm registered in the State of Connecticut.
The reason for registering the firm directly to the state is to put you, the client, first before any corporate self-interest. We believe we have selected an excellent core of third-party managers that can offer specific investment models for your needs.
Our goal is to grow the Registered Investment Advisory firm to a multi-advisor firm. We are planning to add IAR Advisors to our firm when we feel they are a good fit for us and you the client.
2002
Tom Cama enters the financial services industry
2009
LifePlan established as a Broker-Dealer satellite
2021
LifePlan registered as an Independent RIA in Connecticut
Today
Growing toward a multi-advisor independent RIA firm
Licenses & Credentials
Founder & President
Tom Cama
Tom Cama is founder and President of LifePlan Wealth Management Group. He has been in the financial services industry since 2002. Prior to that he was a public school teacher from 1978 until 1981. He then was head of a family business that sold, manufactured, imported, and exported auto parts. Currently he is amid a plus 20-year career as a wealth manager.
Tom has worked in many aspects of the financial industry field. Along with a BS in Education from CCSU (1978), he has passed exams Series 6, 7, 63, and 65 along with a Life and Health license. In August 2021, Tom registered his firm to establish LifePlan as an independent RIA. This move allows him to vet and offer his clients a spectrum of alternative investments and the ability to create a General Partnership that will run a private equity fund.
In the past, Tom has served as a trustee for a pension fund — The City of New Haven Employee Fund — for 12 years, from 2008 to 2020. He also served as president of the Farnam Neighborhood House Board of Directors along with Chair of Saint Bernadette's grammar school board. In his down time, he enjoys time with family and home improvement projects along with many recreational activities.
Ready to Start the Conversation?
Contact us to discuss your financial goals and learn how LifePlan can build a strategy around your life.