Forbes Recognizes Kara Boccella as Top Wealth Advisor

Los Angeles, January 2020 – Kara Boccella, Managing Director of Camden Capital’s Century City office, has been distinguished by Forbes as one of the best wealth advisors in the country.

The 2020 ranking reflects a combination of quantitative and qualitative data, including revenue production, assets under management, in-person meetings, and assessment of how the advisor exhibits “best practices.” Each variable is weighed and interpreted in an algorithm to fairly compare the business practices of each advisor.

“This Forbes ranking is a testament of our impactful and high-quality approach to serving our clients,” stated Managing Director, Kara Boccella. “I am thrilled that our culture of dedication and boutique-level service has been recognized by Forbes.”

“We are grateful to have Ms. Boccella as a part of our team and are continually impressed by her ability to build and nurture strong, long-lasting client relationships. It is these relationships with affluent families and individuals that are a key component of Camden Capital’s growth and reputation as a trusted, world-class firm,” added Camden Capital’s President and Partner, Rich Bursek. “We are excited that Ms. Boccella has been rewarded this prestigious honor.”

Camden Capital provides 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. With a focus on developing long-term relationships with its clients, Camden Capital has primarily grown exclusively through referrals. Its independent structure, objective platform and underlying fiduciary duty differentiate it from a majority of the traditional firms. The firm’s relentless commitment to achieving its clients’ objectives, investment access and consolidated performance and tax reporting are at the core of its value proposition. Camden Capital has offices in Los Angeles, Century City, Manhattan Beach and North Palm Beach. More information is available by visiting CamdenCapital.com.

Link to Press Release
Link to Forbes’ Best in State Wealth Advisors List