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Jeffrey Camarda PhD, EA, CFA
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I write about advanced wealth techniques: investments, asset protection, astute estate planning, and tax control – the master wealth skill. I share uncommonly good tips I’ve acquired over a lifetime of study and building – from scratch! –my family’s fortune, and protecting it from taxes and predators. I write so the points are clear and the action steps easy. I started in the wealth business in 1984 as a NY stockbroker, but I hope you’ll forgive me that! Besides being a Barron’s and Forbes “top advisor,” and I’ve completed the CFP®, ChFC®, CLU®, CFS® and BCM™ programs, and an active CFA® investments and EA tax expert. I’ve a Master’s and PhD in Financial Planning, am an award-winning academic researcher into advisor training, professionalism, and ethics, and am really, really driven to professionalize the wild west of financial “advice.”

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