February 2022 - Camden Capital announces the appointment of Mr. Bradley I. Vialpando as Managing Director, Legacy and Wealth Planning. Mr. Vialpando is responsible for delivering trust and estate, wealth and financial planning services for ultra high net worth families.
Prior to joining Camden Capital, Mr. Vialpando served as a Vice President and Director at Abbot Downing’s Palm Beach location where he was responsible for the delivery of multi-family office, wealth planning, and financial planning services. Mr. Vialpando joined Abbot Downing in 2012 and served as a wealth planning strategist where he led wealth transfer planning services and investment and tax planning for individual clients and their business entities. Prior to Abbot Downing, he was an associate in the Estate Administration group at Northern Trust. He started his career in private legal practice focusing on wealth preservation, estate planning, multigenerational planning and asset protection.
Mr. Vialpando earned his Juris Doctor degree from the University of Florida, Levin College of Law and his Master of Laws degree in Estate Planning from the University of Miami, School of Law. He graduated with a Bachelor’s Degree in History from the University of Florida.
“We welcome Mr. Vialpando to Camden Capital,” stated Rich P. Bursek President & Partner. “Mr. Vialpando brings deep expertise in trust and estate planning for ultra high net worth families and will be integral to our expansion of this function of our business that will be valuable to our sophisticated client base and to our investment and wealth professionals throughout the firm.”
Camden Capital provides a holistic approach to wealth management, legacy planning and family office services. With a focus on developing long-term relationships with its clients, the company has primarily grown through referrals. Its independent structure, objective platform and underlying fiduciary duty differentiate it from a majority of the traditional firms.
Camden Capital has offices in Los Angeles, Century City, Manhattan Beach and North Palm Beach. The firm, and individual advisors, have been recognized by Barron’s, Forbes, The Financial Times, Financial Advisor Magazine and the Los Angeles Business Journal. For more information, please visit CamdenCapital.com.