October 2015 – Camden Capital announces the appointment of Ms. Rita Soto CPA, as Family Office CFO. Ms. Soto has over twenty-five years of experience in providing financial, accounting, tax and family office solutions to closely held companies and high net worth individuals. She has extensive experience in individual and corporate tax planning, compliance, cash flow analysis and wealth maximization.
Prior to joining Camden Capital, Ms. Soto founded a successful independent accounting firm managing a portfolio of sophisticated clients with diverse accounting, financial and tax requirements where she provided consulting and advisory services to high net worth individuals and family offices. Before starting her own firm, she was the Chief Financial Officer of Crossbow Ventures Inc., a private equity firm located in West Palm Beach, Florida. Ms. Soto began her career at KPMG LLP, where she worked with one of the largest global complements of tax partners and professionals to provide clients with an integrated array of strategic tax solutions. Ms. Soto is a member of the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.
“The addition of Ms. Soto is a testament to the level of sophistication of our ultra-high net worth client base and our continuous ability to provide value through a thoughtful approach,” stated Partner and Chief Operating Officer, Rich P. Bursek. “Her extensive knowledge and experience offers tremendous value to ultra-high net worth families who have complex financial needs,” Bursek added.
Camden Capital provides investment advice and legacy planning to high and ultra-high net worth individuals and families. Its independent structure, world-class investment platform and fiduciary-duty differentiate it from a majority of the national firms. With a focus on developing long term relationships with its clients, the firm has grown exclusively through referrals. Camden’s relentless commitment to achieving its clients’ objectives, exclusive investment access and consolidated performance and tax reporting are at the core of its value proposition. Camden Capital has offices in Los Angeles and North Palm Beach. More information is available by calling (310) 725-0210.