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FEE-ONLY FIDUCIARIES GROWING GENERATIONAL WEALTH FOR FAMILIES SINCE 1993
Jeff Camarda

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.

Meet our CEO & Chief Wealth Officer

Dr. Jeffrey M. Camarda

PhD, CFA®, EA
Master of Tax Laws, Georgetown Law School

Degrees, Licenses, Contributions, & Program Completions
  • CFA® – Chartered Financial Analyst®
  • EA – Admitted IRS Tax Practitioner
  • PhD – Doctor of Philosophy, Financial & Retirement Planning
  • MSFS® – Master of Science, Financial Services
  • MSL – Master of Science Tax Law, Georgetown Law School
  • IAR Series 65 Investment Advisor Representative
  • Florida Licensed Real Estate Broker
  • Florida Licensed Fiduciary Insurance Advisor
  • CFP® – Certified Financial Planner®*
  • ChFC® – Chartered Financial Consultant®*
  • CLU® – Chartered Life Underwriter®*
  • CFS® – Certified Funds Specialist*
  • BCM™ – Board Certified, Mutual Funds*
  • FINRA Series 7 Full-Service Stockbroker*
  • FINRA Series 24 General Securities Principal*
*These designations are no longer active, but listed as program completions to demonstrate educational background
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Kim Camarda