October 2019 – Camden Capital’s Managing Director, Kara S. Boccella, has been distinguished by Working Mother and SHOOK Research as a 2019 Top Wealth Advisor Mom.
SHOOK is America’s only wealth advisor research organization, partnering with publications such as Forbes to provide data for various wealth advisor rankings. For the 2019 Top Wealth Advisor Moms list, SHOOK considered wealth advisors who are mothers with at least one child living at home and under the age of 18. Ranking algorithm is based on qualitative measures such as: 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 firms.
As a mother to two sets of twins, Ms. Boccella’s job extends far past working as a nationally recognized wealth advisor. She is actively involved in her community in Santa Monica, volunteering her time and expertise to those in need in order to provide appropriate financial advice and/or services. She also takes an active role in her children’s education and development by volunteering in the classroom, taking a lead role as a room parent, and acting as a volunteer referee for their sports teams.
“Being both a full-time wealth advisor and a full-time mother can have its challenges, but it can also have its rewards” stated Camden Capital’s Managing Director, Kara Boccella. “The career path that I have built is one that I am proud of, as it teaches my children that there are no limits to what you can be if you work hard enough and surround yourself with a strong support system.”
“Ms. Boccella has been an integral player in our growth this past year,” added Camden Capital’s President and Partner, Rich Bursek. “We are proud of the business she has built and look forward to the growth and expansion to come with our new Century City office.”
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 and North Palm Beach. More information is available by visiting CamdenCapital.com.