Our Team

Cammareri Wealth Management & Insurance Solutions

How We Work

At Cammareri Wealth Management & Insurance Solutions, we transform financial chaos and complexity into clarity and cohesion. Our mission is to guide families toward lasting financial security, ensuring their wealth serves as a foundation for future generations. Through strategic planning, personalized guidance, and unwavering commitment, we help our clients build, preserve, and pass on their legacy with confidence and peace of mind.


Our decision to become financial professionals is rooted in personal experience. Time and again, we watched friends and family struggle to find the guidance they needed to confidently plan their financial futures. With a strong foundation in personal finance and professional training, we’re committed to helping others prepare for what lies ahead.


Over the years, we’ve built a reputation for making financial concepts easy to understand and empowering individuals to take control of their financial goals. Above all, we’re proud to serve our community with dedication and care.

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Our Value Statement

At Cammareri Wealth Management & Insurance Solutions, our values guide every decision we make and every relationship we build:


  • Clarity & Simplicity – We transform financial complexity into clear, actionable strategies.
  • Integrity & Trust – We act with honesty, transparency, and a deep commitment to our clients’ best interests.
  • Legacy & Longevity – We help families create, preserve, and pass down wealth for generations.
  • Excellence & Expertise – We continuously strive for the highest standards of service and financial stewardship.
  • Personalized Guidance – Every family’s journey is unique, and we provide tailored solutions to align with their goals.


These values define who we are, how we operate, and the lasting impact we create for our clients.

Paul F. Cammareri, AWMA

Founder and CEO

Paul F. Cammareri, AWMA™

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    For over 18 years, I have had the privilege of guiding business owners, professionals, pre-retirees, and their families through the complexities of financial planning. My career in financial services began with First Republic Group in New York City. I later served as a branch manager for over eight years at Investors Capital Corp before making the pivotal decision in 2016 to become an independent Wealth Advisor. Independence allows me to serve my clients’ best interests with complete objectivity-free from the constraints of proprietary products or corporate agendas.


    In November 2024, I chose to join Cambridge Investment Research, one of the industry's top broker- dealers, further strengthening my ability to provide clients with independent, best-in class financial solutions. As the founder of Cammareri Wealth Management, I built the firm on core values that shape every client relationship:


    • Clarity & Simplicity
    • Integrity & Trust
    • Legacy & Longevity
    • Excellence & Expertise
    • Personalized Guidance

    As a fiduciary advisor, I prioritize transparency, open communication, and strategies that align with each clients’ financial objectives. I am dedicated to helping my clients navigate investment management, retirement planning, tax-efficient strategies, and estate planning with confidence.


    A Brooklyn native, I graduated cum laude from St. Francis College with a degree in Finance and Business Management. I hold the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning and am currently pursuing an Executive MBA, set to graduate in January 2026. Additionally, I am a licensed notary and a proud member of the Union League Club in New York City.


    Now residing in Goshen, NY, I cherish time with my wife and three children. Outside of work, I enjoy traveling with my family, target shooting sports, and practicing Tae Kwon Do, where I hold a 3rd Degree Black Belt.


    At Cammareri Wealth Management, my mission is to provide financial clarity, build lasting relationships, and empower my clients to achieve their financial aspirations with confidence.

Ana Robledo

Executive Assistant

Ana Robledo

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    Ana Robledo serves as the Executive Assistant at Cammareri Wealth Management & Insurance Solutions, where she plays a pivotal role in supporting the firm’s leadership and ensuring seamless day-to-day operations. With a strong background in administrative management and client service, Ana is known for her organizational excellence, attention to detail, and proactive approach to problem-solving.

     

    Ana is the central point of coordination for internal communications, scheduling, and client engagement, helping the team maintain efficiency and focus. Her professionalism and warm demeanor make her a trusted liaison between clients and advisors, contributing to the firm’s reputation for personalized and responsive service.

     

    Driven by a commitment to excellence, Ana brings both strategic insight and a collaborative spirit to her role, helping the firm deliver high-quality financial and insurance solutions with care and precision.