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Leaders of Influence: Wealth Managers 2023 – Kara Boccella

Custom Content by the Los Angeles Business Journal

By Kelly Garcia

March 20, 2023

291

KARA BOCCELLA
Partner
Camden Capital

Karta Boccella has successfully advised and managed her client’s portfolios and affairs throughout her 30-year career. She currently manages approximately $600 million and continues growing organically through a robust referral base. Her retention rate is above 98%. She works hard to create a trusting and transparent relationship with all her clients.

Boccella takes a holistic view of each client’s financial situation and tailors her approach to suit their needs. She advises on and executes strategies that provide comprehensive, cost-effective, balanced wealth solutions that are constantly monitored and adjusted as needed. Her unique, all-encompassing approach covers planning and execution in such areas as investment management; tax, trust and estate, retirement, and insurance needs; employee benefits, company stock, and partnership plans; legacy divestment, charitable donations, and philanthropic pursuits; next-generation wealth transfers, education funding, mortgage financing, and debt structuring; automobile acquisitions, either through purchase or lease; and other financial needs.

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