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.
- 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
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.