What do you do at Camarda Wealth?
My main role is to help our clients reach their personalized financial goals and objectives. By helping them gain clarity about where they are today, I will guide them through the steps to reach these goals. During this process, I will use a comprehensive approach that incorporates tax planning, estate, asset protection, and financial planning.
What are your credentials/past experience, for working in your position?
I I started my financial services career 15 years ago as an Operations Analyst. Continuing my career in trading and asset management roles, I encountered numerous mentors that helped me develop my passion for organization, financial planning, and helping others into a wealth management path. In 2020, I earned my CERTIFIED FINANCIAL PLANNER™ designation. Each of my past roles has prepared me for working at Camarda Wealth, in the position of Director of Wealth Management.
What is something the investing public has to deal with that you want to fix?
The complexity of wealth management. We want to help our clients enjoy their best life and not have to constantly be worried about their money. We explain the complex topics to them and relieve them of some of these stresses in life.
What do you like about working at Camarda Wealth?
I enjoy the passion, honesty, and knowledge of the team. Each day, I strive to become more knowledgeable in every facet of my life and I feel I found the fit right at Camarda Wealth. Dr. Jeff Camarda strives for excellence and surrounds himself with an amazingly knowledgeable team to achieve this goal.
Favorite Podcasts / Books:
Winning by Jack and Suzy Welch
The Big Short
Michael Kitces Podcasts
What is your background?
Born in Denver, CO (Go Broncos), I moved to Florida as a young child. I was raised in St. Lucie county until moving to Orlando to attend the University of Central Florida. Because I excelled in Math in high school my educational path began in Engineering. It wasn’t until I took a Personal Finance and Investments elective that I found my passion in Finance. The desire to blend my love of spreadsheets, numbers, and helping people led me to pursue a career as a Financial Planner.
What do you enjoy doing when you are not working?
Family time is the most enjoyable part of my life. The highlight is watching my two sons (Chase and Jack) and daughter (Ava) achieve their own goals on and off the sports fields. I spend the majority of my free time outdoors with my wife and children, whether it’s boating, golfing, or enjoying the beautiful Florida weather.