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.
