Kara Boccella Recognized by Forbes 2022 Best-In-State Women Wealth Advisors
February 2022 – Kara Boccella has been recognized by Forbes as 2022 Best-In-State Women Wealth Advisors. Ms. Boccella ranked #20 in the Southern California category.
The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducting in-person, by telephone and virtually to evaluate best practices, level of service, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
“It is an honor to have Ms. Boccella recognized by Forbes for the Best-In-State Women Wealth Advisors list,” said Camden Capital’s President and Partner, Rich Bursek. “We are proud of the world-class business she has built alongside her staff and loyal clients.”
This achievement continues to speak volumes about our practice, our loyal client base and the world-class professionals of Camden Capital. Our ability to provide unique investment solutions during today’s market environment while providing first-in-class service allows us to meet our clients’ objectives.”
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.