September 2020 – Kara Boccella, Partner of Camden Capital, has been named to the Forbes 2020 Top Women Wealth Advisors list. The annual list recognizes 1,000 outstanding professional women in the financial services industry, collectively managing nearly $920 billion in assets. More than 32,000 nominations were received this year.
The Forbes ranking of America’s Top Women Wealth Advisors is based on a holistic algorithm by SHOOK Research of both qualitative and quantitative criteria, including telephone interviews, industry experience, a review of best-practices, revenue trends and assets under management. The results identify advisors who are both trailblazers in the industry and provide a high-quality experience for clients.
Earlier this year, Ms. Boccella was recognized by Forbes as a Best In-State Wealth Advisor. She has spent over 25 years advising legal professionals, executives, entrepreneurs and high net-worth individuals and families in all areas of wealth and investment management. Ms. Boccella joined Camden Capital in 2014 and opened the company’s office in Century City.
“I am thrilled to be recognized by Forbes as a top wealth advisor for the second time this year.” stated Ms. Boccella. “I love to see the strides women are making in this industry and I am honored to be featured alongside such a prominent list of female advisors.”
“With her remarkable track record, expertise, and deep devotion to her clients, Ms. Boccella represents best in class,” added Rich Bursek, Camden Capital President and Partner. “This continued recognition among her peers makes us extremely proud of her contributions not only to the firm, but to the industry as a whole.”
Camden Capital takes a holistic approach to wealth management, legacy planning and family office services for prominent high and ultra-high net worth families, business owners and entrepreneurs. The firm attributes much of its growth and success to referrals and seeks to develop long-term client relationships. Camden Capital’s independent structure, objective platform and underlying fiduciary duty differentiates it from other traditional firms, while a relentless commitment to achieving clients’ objectives, investment access, consolidated performance and tax reporting rests at the core of its value proposition.
Camden Capital has offices in Los Angeles, Century City, Manhattan Beach and North Palm Beach. The firm and its 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 www.CamdenCapital.com.