Jeff is passionate about his lifelong pursuit of advanced wealth and tax studies. He is driven to provide clients with uncommon wealth counsel to build and protect their family wealth.
He’s an award-winning academic researcher* in financial planning, advisor training, and ethics. He has been repeatedly recognized as a “top advisor” by Barron’s, Forbes, Financial Advisor Magazine, and others*. His educational completions include the CFA®, CFP®, ChFC®, CLU®, CFS® and BCM™ programs. He holds a Master’s in financial planning, a PhD in Financial & Retirement Planning, and the Federal EA tax license, authorizing unlimited practice rights to represent clients before the IRS. He is also a graduate of Georgetown Law School, taking a Masters in Tax Law.
Jeff founded Camarda Wealth, the Family Wealth Education Institute, Camarda’s TaxMaster™, and many other organizations. Camarda’s been quoted, featured, and interviewed in the national press for decades, including in the Wall Street Journal, Bloomberg, and Barron’s. He’s the author of several books, dozens of whitepapers, and has written hundreds of wealth articles, including a perennial column for Forbes on advanced tax and wealth matters.
He leads Camarda as firm Chairman and is an active practitioner as Director of Advanced Planning. His most recent book, The Financial Storm Warning for Investors, made the Amazon bestseller status* in its category, and shared a number of dire economic predictions that have come to define the 2020s financial landscape.
*Camarda won the 2016 Academy of Financial Services (AFS) Best Paper Award for his academic research on adviser quality, an award sponsored that year by PlanPlus Inc.; although AFS requires membership for award participants and/or applicants to be considered for an award designation, no fees were paid to be considered for the award. Camarda also received a Barron’s Top Advisor ranking from Barron’s, a Dow Jones Company, most recently on March 14, 2020, based on data for the one-year period ending September 30, 2019, for which no compensation was paid; a Forbes Top Wealth Advisors ranking provided by Forbes Media LLC and Shook Research LLC most recently on April 3, 2024, based on data for the one-year period ending June 30, 2023, for which no compensation was paid; a Financial Advisor Magazine RIA ranking provided by Financial Advisor Magazine most recently on July 14, 2023, based on data for the one-year period ending December 31, 2022, for which no compensation was paid; and a Best Seller rating provided by Amazon in February 2022 based on book sales as of February 28, 2022, for which no compensation was paid.
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