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 and advisor training and ethics. He has been repeatedly recognized as a “top advisor” by Barron’s, Forbes, Bloomberg 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 enrolled in 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.