Kara Boccella is a partner of Camden Capital and has 27 years of experience advising legal professionals, executives, and entrepreneurs in all areas of wealth and investment management, including trust, retirement & estate planning, insurance analysis, corporate retirement benefits, company stock or partnership plans, tax planning, legacy divestment, charitable donation planning, home mortgage finance, and any other financial needs that arise. She is actively involved in portfolio management and investment selection as a member of Camden’s investment strategy team. Boccella takes a unique, all-encompassing view of each client’s financial situation and tailors her approach to suit their needs. Boccella makes clear recommendations and executes strategies that provide comprehensive, cost-effective, and balanced wealth solutions continuously monitored and adjusted as market conditions and lifestyle changes dictate. She is the person clients turn to to navigate difficult periods of their lives.
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