Kara Boccella Named Top Wealth Advisor Mom by Working Mother and SHOOK Research

October 2020 – Kara Boccella, Partner of Camden Capital, has been has been recognized by Working Mother and SHOOK Research as a 2020 Top Wealth Advisor Mom. Ms. Boccella was ranked #119 out of 500 women featured on this impressive list of female wealth advisors. 

For the 2020 Top Wealth Advisor Moms list, SHOOK Research considered women advisors with a child 21 years or younger still living at home. The ranking algorithm is based on a combination of qualitative and quantitative measures, including interviews, investment process, industry experience, assets under management and revenue generated for their firms. Neither SHOOK Research nor Working Mother receive compensation in exchange for rankings.

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.

“This recognition is well deserved. Ms. Boccella has many roles; mother, wife, professional, mentor, and she has been successful in all of them,” stated Rich Bursek, President and Partner of Camden Capital. “Ms. Boccella creates a work environment where her colleagues feel encouraged to develop as a professional, and she has been an integral part in establishing Camden Capital’s standard of best-in-class client service.”

Camden Capital takes 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. The firm attributes much of its growth and success to referrals and seeks to develop long-term client relationships. Camden Capital’s independent structure, objective platform and underlying fiduciary duty differentiates it from other traditional firms, while a relentless commitment to achieving clients’ objectives, investment access, consolidated performance and tax reporting rests at the core of its value proposition.

Camden Capital has offices in Los Angeles, Century City, Manhattan Beach and North Palm Beach. The firm and its 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 certuity.com/our-people/kara-s-boccella/

Link to Top Wealth Advisor Moms List