camarda wealth advisory group

Thomas Razzano is a financial advisor with Camarda Wealth Advisory Group in Fleming Island, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Camarda Wealth Advisory Group since 2014, working as part of a nine-advisor team. Camarda Wealth Advisory Group serves individuals, including high-net-worth clients, trusts, estates, and retirement plans, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm manages approximately $325 million in assets using model portfolios and a combination of proprietary and third-party research, with a focus on a broad physical presence and integrated planning through affiliated offerings.

Karle Simmons is a financial advisor with Camarda Wealth Advisory Group, holding Series 63 and Series 65 licenses. Simmons has experience in tax-related roles, having worked at Tax Defense Network for 16 years and currently associated with TaxMaster. Camarda Wealth Advisory Group serves individuals, trusts, estates, and retirement plans, managing approximately $325 million in assets with a nine-advisor team. The firm employs discretionary portfolio management using model portfolios and a combination of proprietary and third-party research, offering a range of investment options and specialized client services.

Anna Wunderlich is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Camarda Wealth Advisory Group and previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Camarda Wealth Advisory Group serves individuals, trusts, estates, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm manages approximately $325 million in assets across a nine-advisor team and employs model portfolios alongside proprietary and third-party research to manage client accounts.

Niklas Brusen is a financial advisor at Camarda Wealth Advisory Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Subway for four years and has been a student since 2015. Camarda Wealth Advisory Group serves individuals, trusts, estates, and retirement plans, managing approximately $325 million in assets across 321 client relationships. The firm uses model portfolios and a combination of proprietary and third-party research to manage discretionary accounts with a range of investment options, supported by specialized services and planning tools.

Jeffrey Camarda is a financial advisor at Camarda Wealth Advisory Group with a Series 65 designation and one year of industry experience. He has been with the firm since 2021 and has also maintained a student status since 2014. Camarda Wealth Advisory Group serves individuals, including high-net-worth clients, trusts, estates, and retirement plans, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm manages approximately $325 million in assets across roughly 321 client relationships, utilizing model portfolios and a combination of proprietary and third-party research.

Forrest Knopps is a financial advisor at Camarda Wealth Advisory Group with a Series 65 designation and two years of industry experience. Prior to joining Camarda Wealth Advisory Group, he worked at Fisher Investments for five years. Camarda Wealth Advisory Group serves individuals, trusts, estates, and retirement plans, providing discretionary portfolio management, retirement plan consulting, and financial planning. The firm manages approximately $325 million in assets across a nine-advisor team and employs model portfolios combined with proprietary and third-party research to manage client accounts.

Robert Strange is a financial advisor at Camarda Wealth Advisory Group with a Series 65 credential and no prior industry experience before joining the firm. He previously worked at Government Personnel Mutual and Kemper Insurance Company. Camarda Wealth Advisory Group serves individuals, trusts, estates, and retirement plans, managing approximately $325 million in assets across a nine-advisor team. The firm uses model portfolios and a combination of proprietary and third-party research to provide discretionary portfolio management and consulting services.

Corey Oliver is a financial advisor with Camarda Wealth Advisory Group, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Merrill and Bank of America. Camarda Wealth Advisory Group serves individuals, including high-net-worth clients, trusts, estates, and retirement plans with discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $325 million in assets across a nine-advisor team, utilizing model portfolios and a combination of proprietary and third-party research.

Kimberly Camarda is a financial advisor with Camarda Wealth Advisory Group in Orange Park, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Camarda Brothers Financial since 1999. Outside of her advisory role, she spends significant time managing rental properties and maintaining their bookkeeping. Camarda Wealth Advisory Group serves individuals, trusts, estates, and retirement plans with discretionary portfolio management, retirement plan consulting, and financial planning. The firm manages approximately $325 million in assets through a nine-advisor team, utilizing model portfolios and a combination of proprietary and third-party research.

Ljubisa Vrcelj is a CFP® professional with Series 65 and Series 66 licenses, currently serving at Camarda Wealth Advisory Group. He has three years of industry experience, including prior roles at Bank of Montreal and IG Wealth Management. Camarda Wealth Advisory Group manages assets for individuals, trusts, estates, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a nine-advisor team to serve over 300 client relationships, utilizing model portfolios and a combination of proprietary and third-party research across various asset classes.

Jeffrey Camarda is a CFA® charterholder with 40 years of industry experience, currently serving at Camarda Wealth Advisory Group in Orange Park, FL. He has been with Camarda Brothers Financial since 1998. Outside of his advisory role, he is the founder and instructor of the Family Wealth Education Institute and holds an ownership interest in TaxMaster.US, a consulting firm offering estate planning and related services. Camarda Wealth Advisory Group serves individuals, trusts, estates, and retirement plans, managing approximately $325 million in assets across 321 client relationships. The firm employs a nine-advisor team and utilizes model portfolios combining proprietary and third-party research, offering discretionary management with a range of investment strategies and specialized client services.