63.8 F
Los Angeles
Thursday, Feb 20, 2025

Navigating Today’s Finance Panelist: Kara S. Boccella

Kara S. Boccella

Partner

Camden Capital

Ms. Kara S. Boccella is a Partner of the firm and manages Camden Capital’s Century City office. She has spent over 25 years advising legal professionals, executives, entrepreneurs and high net-worth individuals and families in all areas of wealth and investment management, including estate, insurance, legacy, retirement and tax planning. She is actively involved in portfolio management and investment selection as a member of Camden Capital’s investment strategy team.

Prior to joining Camden Capital, Ms. Boccella spent 19 years at KLS Professional Advisors Group, a subsidiary of Boston Private Financial Holdings, Inc., and a multi-billion-dollar Registered Investment Advisory firm headquartered in New York, NY, where she established and managed the firm’s first West Coast office in Century City, CA. She joined KLS from Sanford C. Bernstein & Co. after beginning her career at Pollack Investments, a hedge fund located in West Palm Beach, FL.

Ms. Boccella considers herself privileged to be able to volunteer her time and expertise to those in need, whether it be from loss or other unforeseen events, in order to provide appropriate financial advice and/or services.

Ms. Boccella received a B.A. in Business Administration and Management from Point Loma Nazarene University and a Certificate in Taxation from Fordham University. She holds the Series 63, the Series 65, Life-Only, and Accident and Health insurance licenses and is currently a candidate for the Accredited Investment Fiduciary® (AIF) designation.

Return to Panelist main page

Featured Articles

Related Articles

Author ' + // image style settings '
' + 'tagDiv image style' + '' + '
' + ''; //inject our settings in the template - before
td_template_content = td_template_content.replace('
', td_our_content + '
'); //save the template jQuery('#tmpl-image-details').html(td_template_content); //modal off - click event jQuery(document).on( "click", ".td-modal-image-on", function() { if (jQuery(this).hasClass('active')) { return; } td_add_image_css_class('td-modal-image'); jQuery(".td-modal-image-off").removeClass('active'); jQuery(".td-modal-image-on").addClass('active'); }); //modal on - click event jQuery(document).on( "click", ".td-modal-image-off", function() { if (jQuery(this).hasClass('active')) { return; } td_remove_image_css_class('td-modal-image'); jQuery(".td-modal-image-off").addClass('active'); jQuery(".td-modal-image-on").removeClass('active'); }); // select change event jQuery(document).on( "change", ".td-wp-image-style", function() { switch (jQuery( ".td-wp-image-style").val()) { default: td_clear_all_classes(); //except the modal one jQuery('*[data-setting="extraClasses"]').change(); //trigger the change event for backbonejs } }); //util functions to edit the image details in wp-admin function td_add_image_css_class(new_class) { var td_extra_classes_value = jQuery('*[data-setting="extraClasses"]').val(); jQuery('*[data-setting="extraClasses"]').val(td_extra_classes_value + ' ' + new_class); jQuery('*[data-setting="extraClasses"]').change(); //trigger the change event for backbonejs } function td_remove_image_css_class(new_class) { var td_extra_classes_value = jQuery('*[data-setting="extraClasses"]').val(); //try first with a space before the class var td_regex = new RegExp(" " + new_class,"g"); td_extra_classes_value = td_extra_classes_value.replace(td_regex, ''); var td_regex = new RegExp(new_class,"g"); td_extra_classes_value = td_extra_classes_value.replace(td_regex, ''); jQuery('*[data-setting="extraClasses"]').val(td_extra_classes_value); jQuery('*[data-setting="extraClasses"]').change(); //trigger the change event for backbonejs } //clears all classes except the modal image one function td_clear_all_classes() { var td_extra_classes_value = jQuery('*[data-setting="extraClasses"]').val(); if (td_extra_classes_value.indexOf('td-modal-image') > -1) { //we have the modal image one - keep it, remove the others jQuery('*[data-setting="extraClasses"]').val('td-modal-image'); } else { jQuery('*[data-setting="extraClasses"]').val(''); } } //monitor the backbone template for the current status of the picture setInterval(function(){ var td_extra_classes_value = jQuery('*[data-setting="extraClasses"]').val(); if (typeof td_extra_classes_value !== 'undefined' && td_extra_classes_value != '') { // if we have modal on, switch the toggle if (td_extra_classes_value.indexOf('td-modal-image') > -1) { jQuery(".td-modal-image-off").removeClass('active'); jQuery(".td-modal-image-on").addClass('active'); } } }, 1000); })(); //end anon function -->