Los Angeles, November 2021 – Kara Boccella, Partner of Camden Capital, has been recognized for the second consecutive year by Working Mother and SHOOK Research as a 2021 Top Wealth Advisor Mom. Ms. Boccella was ranked #65 out of 500 women featured on this impressive list of female wealth advisors.
For the 2021 Top Wealth Advisor Moms list, SHOOK Research considered women advisors with a child 21 or younger still living at home. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firm. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking.
As a financial advisor, Ms. Boccella is passionate about financial literacy and endeavors to educate her clients, especially women, about their personal financial affairs. In addition to being a highly-recognized financial advisor to high net worth families and individuals across the US, Ms. Boccella is also a mother of two sets of twins. Despite a busy schedule, she makes time to be actively involved in her community and her family’s lives – serving in the West-Side Chapter of the National Charity League, volunteering in the classroom, attending recitals and class functions and acting as a volunteer referee for their sports teams. As a family, the Boccella's are involved in the Santa Monica community and enjoy volunteering at the OPCC and handing out or preparing meals for those in need.
“As a dedicated mother, wife, mentor, professional, and leader, Ms. Boccella is a critical member of Camden Capital,” stated Rich Bursek, President and Partner of Camden Capital. “To be highly ranked amongst 500 of the most successful mothers working in financial advising today is an honor and we are proud to recognize Ms. Boccella for her accomplishments.”
Camden Capital provides a holistic approach to wealth management, legacy planning and family office services for distinguished 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.
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.