Our Qualifications

 

Catherine CartierFinancial Advisor/ Registered Principal

 Catherine (Cath) Cartier is a Registered Principal and Financial Advisor with FWG and managing partner at the Camejo Group in Oakland CA. She is also the President of Progressive Asset Management (PAM) and Board Chair.

As a co-founder of PAM, her years of working with Peter Camejo encompassed all aspects of a broker dealer/investment advisory firm. During this time she focused on developing and maintaining client relationships as Peter’s partner. More recently she has been managing client portfolios and assisting clients in achieving their financial goals. She is committed to the investment style pioneered by Peter in the area of social investing.
A company’s financial picture tells one story. By incorporating how they treat their employees, their community and the environment we can determine how well that company is likely to compete in the long term.
She is currently licensed with Financial Industry Regulatory Authority (FINRA), National Futures Association (NFA) and insurance licensed in the state of California.
A graduate of St. Mary’s College, she resides in Lafayette CA.
 
 
 

Tim Rich, Financial Advisor, CFP® 

Tim Rich is a Financial Advisor with FWG and managing partner with the Camejo Group in Oakland Ca., specializing in Socially Responsible Investment Solutions. A Cal State Hayward graduate with a degree in Business Administration with an emphasis on Finance, Tim joined Progressive Asset Management in 1997 working as assistant to CEO, Peter Camejo and is currently on the PAM marketing committee.


For the past 15 years Tim has been consulting individuals and not for profits and managing their investments in a way that is consistent with their values.

Tim Rich is a CERTIFIED FINANCIAL PLANNER™ and insurance licensed which permits him to advise clients about investments, insurance, taxation, estate planning, retirement planning, and personal finance - bringing together the elements needed to create a sound financial plan.


During his career he has enjoyed building relationships with clients to help them meet their goals both personally and financially. He brings integrity, service and commitment to an important area of people’s lives. By helping clients stay educated and informed they can make rational financial decisions and practice doing well while doing good.

 

 

Deanna JeeAdministrative Coordinator  

Deanna Jee is the Administrative Coordinator at the Camejo Group.  Deanna brings over 15 years of professional office experience.  Her primary background is in real estate field and finance. She has 3 years of loan processing experience and over 10 years of real estate title experience.  She is highly efficient in her administrative duties and is a great asset to the Camejo Group.

 

Deanna resides in San Ramon California with her husband Andy and daughters, Mia and Alyssa.  Her organizational skills come in handy when managing her busy family schedule of play dates and family occasions.  

 

 

 



 Peter Miguel Camejo, 1939-2008 

Peter Camejo founder of Progressive Asset Management and The Camejo Group passed away in September of 2008. A group of seven in 1987, PAM has grown into a network of 66 registered representatives, the largest group of socially responsible investment professionals in the US specializing in pro- environment and social justice investments.
 
No one's vision and energy had more impact on what Progressive Asset Management is today than Peter Camejo. Peter was relentless in calling out financial and political elites for engineering the decades long course of ever increasing concentration of wealth and power our country suffers from today.
 
His idea of an investment firm being the financial "wing" of the next great social movement, working towards the day when environmental and economic justice takes precedence over corporate greed was always, to us, the premise and the promise of client-driven socially and environmentally responsible investing.

Many of us believed in Peter's vision  - we still believe in Peter’s vision - and that work continues on.
 

A fund in Peters name has been established at Earthshare. Founded by its member charities in 1988, EarthShare is an opportunity for environmentally-conscious employees and workplaces to support hundreds of environmental groups through workplace payroll contribution campaigns. EarthShare participates in campaigns at hundreds of public and privates sector workplaces.