The CTA Team
Cameron M. Thornton, CFP®, MBA
To help people achieve what matters most in their lives, Cam founded Cameron Thornton Associates in 1982 - a Registered Investment Advisory firm in California.
Cam’s aim through his professional work is to help people keep the promises that they have made to themselves. He guides them through a process which allows them to bridge what they own, and what they believe. He does this by combining The Wealth Development System™, his unique wealth growth and preservation solution, with the family-first planning philosophy of The Navigator Heritage Process™.
Cam’s focus on helping people’s dreams to thrive from one generation to the next was the inspiration for partnering with co-author Rod Zeeb to write the novel, What Matters.
Cam was named to Bloomberg Wealth Manager’s Top Wealth Manager List when Cameron Thornton Associates was a SEC Registered Investment Advisory firm from 2001 through 2008.*
Today Cam provides heritage planning services through Navigator Legacy Partners, LLC, of which he is a founding partner.
Cam was educated at the University of Southern California, where he received a BA in Psychology in 1976. After college he spent four years as a commissioned officer in the United States Navy. He went on to earn his Master of Business Administration from the University of La Verne School of Business and Global Studies in 1983 as well as the Certified Financial Planner™ designation in 1986.
Cam continues to give of his "time, talent, and treasure" to the Mater Dolorosa Passionist Retreat Center where he has served as the Chairman of the Board of Directors. He has a long history of community service including serving as Vice Chairman of the St. Joseph Medical Center Foundation, Chairman of the St. Joseph Medical Center Planned Giving Department, Chairman of the City of Burbank Police Commission, Chairman of the City of Burbank Planning Board, Chairman of the Burbank Chapter of the American Red Cross and Scoutmaster of Troop 209 of Boy Scouts of America.
In his free time, Cam enjoys reading, golf, skiing, travel, and college football. He lives with his wife, Jane, in Glendale. They have three adult children.
Cam's focus on helping people's dreams to thrive from one generation to the next was the inspiration for partnering with co-author Rod Zeeb to write the novel, What Matters - www.whatmattersbook.com.
*Disclosure of Methodology Related to 2008 Wealth Manager Survey - For the 2008 survey, Wealth Manager has used virtually the same system for collecting and organizing the data as it has in past years. Firms are ranked by average Assets Under Management (AUM) per client.
Participation - Firms must be registered investment advisors with their own IARD/CRD numbers. Half of their clients must be individuals or high-net-worth individuals as defined by the SEC. The firms are also required to offer financial planning services. Banks, brokers/dealers and trust companies were not eligible.
Formulas - Total AUM - This figure includes discretionary and non-discretionary assets under management as defined by Form ADV, plus various other assets not reported on Form ADV for which firms received a management or advisement fee as of December 31, 2007.
There are also other information related to Client Relationships, Average AUM per client, Minimum Annual Fee per Client/Minimum AUM per Client and Number of Professionals/Number of Support Personnel.
Trevor M. Cole, CFP®
Trevor M. Cole, a CERTIFIED FINANCIAL PLANNER™ professional and a licensed life and disability insurance agent, is an Investment Adviser Representative and Registered Principal with Cetera Advisor Networks.
Trevor is an Investment Adviser Representative of Cameron Thornton Associates, offering financial planning. He is also the Director of Compliance for Cameron Thornton Associates. Cameron Thornton Associates is a Registered Investment Advisory firm which was established in 1982.
Trevor entered the financial services industry in 1996. Prior to joining Cameron Thornton Associates in 1996, Trevor worked in the insurance industry with both State Farm and The Prudential.
Trevor was educated at California State University, Northridge, receiving a degree in Finance from the College of Business and Economics.
In his free time, Trevor enjoys surfing and golfing. He lives in Thousand Oaks with his wife and two sons.
Tamara D. Klippenstein
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.
James M. Reeley
Jim joined the staff of Cameron Thornton Associates in 2004. As a Staff Paraplanner, Jim is responsible for data gathering and financial plan detail reporting for new and existing clients. In addition to performing his duties as a Staff Paraplanner, Jim also provides back office support in paperwork preparation, procedure documentation, desktop support and the CTA Disaster Preparedness program.
Jim graduated from California State University, Fullerton, receiving a degree in Finance from the Mihaylo College of Business and Economics.
Jim lives in Hacienda Heights with his wife, Candace.