Kara Boccella and Mark Udis Recognized by Forbes as Best-In-State Wealth Advisors
February 2021 – Two Camden Capital Partners, Kara Boccella and Mark Udis, have been distinguished by Forbes as 2021 Best-In-State Wealth Advisors. Ms. Boccella ranked #49 in the Los Angeles (High Net Worth) category, while Mr. Udis ranked #17 in the Southern California (Private Wealth) category. This is the second year in a row that Ms. Boccella has been recognized and the first time that Mr. Udis has been recognized as a Best-In-State Wealth Advisor by Forbes.
The 2021 Forbes Best-In-State list spotlights more than 5,000 top financial advisors across the country, managing more than $6 trillion in client assets combined. Forbes partners with SHOOK Research to develop the ranking, which is based on an algorithm of quantitative and qualitative data, including revenue trends, assets under management, compliance records and “best practices” when working with clients. Each advisor must have a minimum of seven years of experience in order to be considered for the ranking.
“We are thrilled that Ms. Boccella and Mr. Udis have been rewarded this prestigious honor. The past year has been challenging for everyone throughout the world. This award is a true testament to the focus and dedication that our advisors have to their client base and staff,” said Camden Capital’s President and Partner, Rich Bursek. “Ms. Boccella and Mr. Udis demonstrate Camden Capital’s core values of strong customer service and trust, and we are proud to have both represent our firm in this ranking.”
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.