Dr. Jeff Camarda PhD, EA, CFA

Dr. Jeff Camarda PhD, EA, CFADr. Jeff Camarda PhD, EA, CFADr. Jeff Camarda PhD, EA, CFA

Dr. Jeff Camarda PhD, EA, CFA

Dr. Jeff Camarda PhD, EA, CFADr. Jeff Camarda PhD, EA, CFADr. Jeff Camarda PhD, EA, CFA

Content Library by topic

Presented by Dr. Jeff Camarda

PhD, CFA®, EA Master of Tax Laws, Georgetown Law School 

Lifelong Wealth Researcher, Author, Educator, and CEO and Founder of Camarda Wealth Advisory Group

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Estate Planning & Asset Protection

Estate Planning & Tax Control Webinar

Trust & Estate Planning Webinar

Asset Protection 101 Webinar 


Crash Course: What to Know About Estate Taxes 

Crash Course: 10 Must-Knows About Trusts

Crash Course: Asset Protection Planning


Report: Advanced Asset Protection For Successful Families

Forbes Article: Estate Plan Secrets & How to Avoid Estate Tax (Part 1 of 2)

Forbes Article: Estate Plan Secrets & How to Avoid Estate Tax (Part 2 of 2)

WSJ Article: Restructuring a Family Business to Protect Assets

WSJ Article: The "Steel Wall" of LLCs

Tax Control

Taxes in Retirement Webinar

Advanced Tax Control Webinar

"Super 401K" Tax Webinar


Crash Course: How to Create Tax-Free Roth Retirement Income

Crash Course: Must-Knows About Cutting Income Tax

Crash Course: How to Avoid Business Owner Tax Traps 


Report: 9 Biggest Tax Mistakes Guidebook

Report: How to Prepare and Protect Your Wealth from Tax Hikes and Market Crashes

WSJ Article: Lowering Business Taxes with New Ownership Structure

Investment Strategies

Elite Investing Webinar: Negative Market Volatility & Protecting Investments

Triple Threat Webinar: Market Crashes, Inflation, & Tax Hikes


Jeff's Latest Book: The Financial Storm Warning For Investors 

Report: The 9 Biggest Dangers for Investors and How to Avoid Them

Report: How to Prepare and Protect Your Wealth from Tax Hikes and Market Crashes

Report: Maximum Social Security Strategies for Investors

WSJ Article: Downside Protection 

Retirement Planning, Wealth Management, & More

Retirement Planning Webinar

Taxes in Retirement Webinar

"Super 401K" Tax Webinar


Brochure: About Camarda Wealth Advisory Group

Report: Screening for Smart Advisors You Can Trust

Barron's Article: A Surprising Connection between Designations and Misconduct

Forbes Article: How to Check Out Advisor Public Records/When Fiduciary's Really A Four-Letter Word

Report: The 9 Retirement Traps That Could Ruin Your Life

Report: The Inside Story About Annuities


Crash Course: Must-Knows About Annuities

Crash Course: Secrets to Building and Keeping Generational Wealth

Other Useful Resource Links

For Camarda Clients

For Camarda Clients

For Camarda Clients

  • Secure File Upload
  • Wealth Consult Form Link 
  • Client Resources/Portal Login Page
  • Welcome Resource Guide: Includes CWAG Client Planning Calendar  


  • Reading CWAG Statements: Understanding & Unlocking Their Full Potential
  • Do You Love Camarda as Much as Camarda Loves You? Leave Us a Review!
  • Or skip the video and send this Google review link here


  • Crash Courses -YouTube Playlist  
  • This Week In Wealth - YouTube Playlist
  • Weekly Market Updates
  • All Other Resources can either be found via a search by topic feature on CWAG Website here  

For The Curious

For Camarda Clients

For Camarda Clients

  • Introducing CWAG: YouTube Video 
  • A Word from Jeff, CWAG's Founder
  • Five Critical Financial Advisor Quality Differences
  • Stress Testing Your Investment Portfolio
  • Schedule A Free Strategy Call
  • Register for "MyBlocks": DIY Financial Tool
  • Self-schedule Calendar for the CWAG Team


  • Crash Courses -YouTube Playlist  
  • This Week In Wealth - YouTube Playlist
  • Weekly Market Updates
  • All Other Resources can either be found via a search by topic feature on CWAG Website here  

Contact Camarda Wealth

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This educational content library is presented by Dr. Jeff Camarda as an individual, across multiple channels. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized legal, accounting, tax, insurance, or investment advice. Furthermore, Dr. Camarda is neither a lawyer, accountant, or commission insurance agent, and no portion of the commentary content should be construed as legal or accounting advice. To the extent that a viewer has any questions regarding the individual applicability of any specific issue or topic discussed, he/she is encouraged to consult with the professional advisor of his/her choosing. You may receive offers from these affiliated entities by viewing this content or clicking into the websites of Dr. Jeff Camarda's affiliates. You are not obligated to accept the offers or services or engage with any of our affiliated professionals or entities. 


Dr. Camarda is the founder and CEO of Camarda Wealth Advisory Group (CWAG), a registered investment advisor. His other companies include Family Wealth Education Institute (FWEI) and The Wealth Doctor, which offer wealth education content to consumers or advisors, and TaxMaster, which focuses on tax, business, and estate planning services. 


Dr. Jeff Camarda is providing this content for informational purposes only and is not providing any personalized investment, securities, tax, or legal advice. There can be no assurance that any strategy, structure, or technique referred to directly or indirectly in this commentary will be suitable for your individual situation or prove successful.  Such as, Dr. Camarda encourages all who view his educational content to consult a knowledgeable professional who can provide tailored advice and discuss the applicability of the topics discussed to the viewer's specific circumstances.




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