Kamila Elliott, CFP®

Kamila is a CERTIFIED FINANCIAL PLANNER™ that resides in Atlanta, GA. She has over two decades of financial planning and investment experience assisting high net worth individuals, endowments & foundations and business owners with comprehensive wealth solutions and holistic planning. She also is a sought-after financial expert and speaker on topics such as the racial wealth gap, diversity & inclusion in financial services, and working with first generation wealth investors. She also serves on the CNBC Financial Advisor Council, listed as Barron’s Top 10 People to Watch in Wealth Management in 2023, and Financial Planning Magazine’s People to Watch in 2022.

Kamila spent most of her professional career at Vanguard working with ultra-high net worth individuals and endowments & foundations, inclusive of major universities, hospitals, and other charitable organizations throughout the southeast U.S. Her client relationships ranged from $20M to $450M and represented $3B in total assets prior to leaving the role. She also worked at Dimensional Fund Advisors supporting financial advisors with investment solutions to meet the unique needs of their clients.

Kamila was the 2022 Chair of the CFP Board, the first African American and one of the youngest ever to serve in the role. The CFP Board of Directors is the policymaking and oversight body of Certified Financial Planner Board of Standards, Inc. for over 94,000 financial professionals in the U.S. She serves on the Investment Committee for Women Against Abuse Inc. located in Philadelphia, PA and has been an active volunteer with the IRS Volunteer Income Tax Assistance (VITA) program.

Kamila obtained her B.A. and MBA from The Pennsylvania State University. She is a CERTIFIED FINANCIAL PLANNER™ and holds licenses for Life, Health and Long-Term Care Insurance.