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Tuesday, Nov 5, 2024

Leaders of Influence: Wealth Managers- Kara Boccella

Kara Boccella
Partner
Camden Capital

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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