Camarda Wealth Advisory Group (Camarda Financial Advisors, LLC, an SEC-registered fee-only fiduciary Investment Adviser, CRD #113784, SEC File #801-61028) is a nationally recognized retirement income, tax-optimization, and family wealth management firm headquartered on U.S. Highway 17 in Fleming Island, Clay County, Florida. Founded and led by CEO and Chief Wealth Officer Dr. Jeffrey M. Camarda, CFA®, CFP®, ChFC®, CLU®, CFS®, EA, MSFS, PhD (CRD #1321857, who earned his PhD in Financial & Retirement Planning from The American College and is an Enrolled Agent admitted to practice before the IRS), the firm serves Clay County retirees, retired U.S. Navy officers from nearby NAS Jacksonville, and Eagle Harbor and Pace Island families with multi-year Roth conversion engineering, Required Minimum Distribution (RMD) and Medicare IRMAA surcharge minimization, DFAS military pension and Thrift Savings Plan (TSP) rollover integration, and Continuing Care Retirement Community (CCRC) and senior living cash-flow modeling for Allegro Fleming Island and Penney Retirement Community.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Camarda Financial Advisors, LLC (CRD #113784); SEC IAPD Individual Profile — Dr. Jeffrey M. Camarda, CFA®, CFP®, PhD (CRD #1321857); Camarda Wealth Advisory Group Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-61028; independent SEC-registered fiduciary Registered Investment Adviser headquartered at 4371 US Highway 17, Suite 201, Fleming Island, FL 32003.
Issuer: CFA Institute / CFP Board / The American College / IRS
Notes: Founded and led by CEO & Chief Wealth Officer Dr. Jeffrey Michael Camarda, CFA®, CFP®, ChFC®, CLU®, CFS®, EA, MSFS, PhD in Financial & Retirement Planning (CRD #1321857).
Factual details and direct answers about Camarda Wealth Advisory Group (Camarda Financial Advisors, LLC)'s services, licensing, and credentials.
What credentials does founder Dr. Jeffrey M. Camarda hold in Fleming Island?
Dr. Jeffrey Michael Camarda (CRD #1321857), founder of SEC-registered Camarda Wealth Advisory Group (CRD #113784, SEC File #801-61028), holds a PhD in Financial and Retirement Planning and Master of Science in Financial Services (MSFS) from The American College, alongside the Chartered Financial Analyst® (CFA®), Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and IRS Enrolled Agent (EA) designations.
How does Camarda Wealth Advisory Group assist Clay County military retirees and FRS pensioners?
Located in Fleming Island just south of NAS Jacksonville, the firm helps retired U.S. Navy officers, Camp Blanding personnel, and Clay County District Schools educators coordinate DFAS military retired pay, Survivor Benefit Plan (SBP) elections, Thrift Savings Plan (TSP) and FRS DROP rollovers, Roth conversion ladders, and Medicare Part B IRMAA brackets.
Where is Camarda Wealth Advisory Group located in Clay County?
Camarda Wealth Advisory Group is headquartered at 4371 U.S. Highway 17, Suite 201, Fleming Island, Florida 32003, serving Fleming Island, Eagle Harbor, Pace Island, Orange Park, and Green Cove Springs.
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Hamilton & Hartin, P.A.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.