Last Updated on 6th August 2022 by Jeffrey Camerda
All investors should have a will that clearly details who the beneficiaries are in case the inevitable happens. The Wealth builder Club helps you do this right and avoid the costly legal process through the courts to subdivide property to beneficiaries. Wills have a fixed charge and there is secure storage and legal advice on how to create one from our team. If one dies without a will, the government steps in and creates one on your behalf and if there are no relatives alive all that you’ve worked for over the years revert back to the state.
Dr. Jeffery Camerda, PhD, is a financial planner who specializes in wealth management and retirement planning.
With a PhD in Economics and Financial Planning, Jeffery represents the highest level of financial planning expertise and achievement in the USA
In addition to preparing you for a career in financial planning, a PhD in economics and finance also prepares you for academic pursuits, such as becoming a university professor in teaching or doing research.
Here at the Wealth Builder, our financial advisory company was founded in 2007 and services all across the USA with over 16 years of expertise.
In order to provide the finest advice and services, we pay close attention to the specific financial circumstances and requirements of each client.
In order to guarantee that our clients don't get a sales pitch for insurance or investments, as well as a lack of conflict of interest from a prospective commission-bearing corporations, Jeffery focuses on fee-based services. Financial planning for wealth managers, financial well-being workshops, and personal financial planning packages are all part of the company's offering.
Jeffrey Camarda, PhD, CFA, EA is also the founder of the Family Wealth Education Institute, is a member of the Financial Planning Association and serves as the Chairman of Camarda Wealth Advisory Group