Jeffrey Camarda is a CFA® charterholder with 40 years of experience in the financial industry. He is affiliated with Camarda Wealth Advisory Group and has been involved with Camarda Brothers Financial since 1998. He is the founder and instructor of the Family Wealth Education Institute, which provides wealth education content to both consumers and advisors, and holds an ownership interest in TaxMaster.US, a consulting firm offering estate and business planning, tax services, and related financial consulting.
Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to a variety of clients, including individuals, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios that may incorporate equities, fixed income, mutual funds, ETFs, options, and cash, and offers specialized services such as legacy stock management and options overlays.