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

 

 

Kim joined Camarda Wealth in 1999 and served as the firm’s Chief Compliance Officer and Chief Operating Officer for many years. She was instrumental in the firm’s pioneering conversion to full fiduciary/fee-only status in the late 1990s. Her current role is as Chief Technology Officer, mapping, programming, and overseeing the critical IT functions and tools connecting the many advanced platforms Camarda uses to drive client value and results.

Kim’s many years of education and experience in the field of financial services and investment management uniquely qualify her for the leadership role she plays at Camarda. She earned a B.S. in Merchandising and Business Administration from Centenary College, then advanced to a year of graduate studies in Finance and Investing at Farleigh Dickenson University, before leaving New Jersey to accept a leadership role as Branch Manager for TD /Waterhouse Securities (now TD Ameritrade/Charles Schwab) in Florida. There she was responsible for all branch operations in downtown Jacksonville before relocating the branch to Ponte Vedra, FL.

Meet our Managing Partner

Kim Camarda

 

 

 

 

 

 

Kim’s completed the Certified Financial Planner/CFP®, Chartered Financial Consultant/ChFC®, Certified Funds Specialist/CFS®, Board Certified in Mutual Funds (BSM™) professional certification programs, and is a Chartered Market Technician/CMT® Level III candidate. She holds the IAR Series 65 Investment Advisor Representative license and had held the FINRA Series 7 Full-Service license before she eliminated commissions and let her firm transition to full fiduciary/fee-only status in the early 2000s. The ChFC® comprehensive educational program is comprised of eight college-level courses that address all aspects of financial planning, with a focus on the practical applications of those principles based on real-life case studies. Before joining Camarda Wealth Advisory Group, she practiced personal financial planning as a Preferred Advisor for Prudential Preferred Financial Services.

Kim enjoys spending time with Jeff and her sons, Dylan and Dante. She is passionate about gardening, painting, her poodles, and enjoys cruising with her family on the boat she christened Perfect Partner.

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Dr. Jeffrey M. Camarda
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