Joe Fulvio serves as a CamaPlan liaison to private equity, private lending and venture capital organizations, where he simplifies IRA/401k investing for these companies and their investors. Before this, he spent four decades working with start-up venture and growth company entrepreneurs and investors in a broad range of industries in the U.S., Europe and Asia, delivering measurable improvements in revenue growth, profitability and shareholder value. He now applies his market development and business operating experience to evaluating investment opportunities. As an enthusiastic advocate of self-directed IRAs and 401Ks, he brings an everyday investor's perspective to using these tools to build a portfolio and accumulate wealth. He is a graduate of St. Louis University, lives in Bucks County Pennsylvania and has been a CamaPlan client since 2015.
JOE FULVIO
(215) 283-2868 | engage@camaplan.com | 122 E Butler Ave, Suite 100, Ambler, PA 19002 | www.CamaPlan.com