April 2021 – Kara Boccella, Partner of Camden Capital, has been recognized by Forbes in the 2021 Top Women Wealth Advisors List. Ms. Boccella ranked No. 172 out of 1,000 advisors selected across the country. This is the second consecutive year that Ms. Boccella has been recognized by Forbes.
The annual Forbes Top Women Wealth Advisors list is developed in collaboration with SHOOK Research. SHOOK strives to produce a list that focuses on quality, and their assessment includes surveys, qualitative and quantitative data and interviews. To earn a spot on the ranking, advisors must be nominated by their firm and have a minimum of seven years of experience. Over 32,000 nominations were received, and only 1,000 advisors were selected for the 2021 list.
“I am honored to be distinguished by Forbes alongside a talented group of women making strides in the wealth management sector,” states Ms. Boccella. “At Camden Capital, women are encouraged to have a seat at the table, and I am thankful to my accomplished clients and committed colleagues who have made this recognition possible.”
“We are proud of Ms. Boccella and excited to see her featured in the Top Women Wealth Advisors list for the second year in a row,” added Rich Bursek, President and Partner of Camden Capital. “Ms. Boccella is passionate about educating her clients about their personal financial affairs. She not only sets a high standard of work ethic and customer service for our firm, but for the financial services industry as a whole.”
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.