Joseph Camargo's Location
Hingham, MA, US
Joseph Camargo's Work
- Founder and Portfolio Manager @ Phoenix Financial
- Partner @ Platinum Wealth Venture
- Financial Advisor @ Wells Fargo Advisors
- Senior Associate and Assistant Vice President @ State Street
- Analyst @ Fidelity Capital Markets
Joseph Camargo's Education
- Boston University
(Certified Financial Planner candidate)
2014 - 2016 - UMass Boston
(Political Science, Economics)
1993 - 1996 - College for Financial Planning
Accredited Asset Management Specialist (AAMS Designation recipient)
2012 - 2013
- College for Financial Planning
(Accredited Wealth Management Advisor)
2013 - 2014
Joseph Camargo's Skills
- Investments
- Strategy
- Securities
- Management
- Asset Allocation
- Valuation
- Financial Risk
- Series 7
- Series 63
- Mutual Funds
Joseph Camargo's Summary
Joseph Camargo, based in Hingham, MA, US, is currently a Founder and Portfolio Manager at Phoenix Financial, bringing experience from previous roles at Platinum Wealth Partners Inc, Wells Fargo Advisors, LLC, State Street and Fidelity Capital Markets. Joseph Camargo holds a 2014 - 2016 Boston University. With a robust skill set that includes Investments, Strategy, Securities, Management, Asset Allocation and more, Joseph Camargo contributes valuable insights to the industry. Joseph Camargo has 4 emails and 1 mobile phone number on RocketReach.
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