Camila is an advisor associate based in our New York office, where she supports both the NYC and West Hartford advisor teams throughout the financial planning process, assists with building investment strategies, and helps manage client relationships.

A graduate of Virginia Tech, she previously served as a financial planning intern for a firm acquired by Creative Planning and also worked briefly as an intern for the HR department of Fairfax County Public Schools. While in school, she was an active member of the campus chapter of the Financial Planning Association and served as an outreach coordinator on the executive board of Camp Kesem.

Originally from Arlington, VA, Camila now resides in Brooklyn, NY.

Previous Experience

  • Financial Planning Intern at Creative Planning
  • Intern at Fairfax County Public Schools – HR Department (Special Events)

Education & Credentials

  • BS, Virginia Polytechnic Institute and State University, Finance, CFP® Certification track