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Monday, Apr 15, 2024

Navigating Today’s Finance Panelist: Kara S. Boccella

Kara S. Boccella


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.

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