Kamila Elliott, CFP®
Kamila has nearly 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.
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 is on the Board of Directors for the CFP Board. The CFP Board of Directors is the policy-making and oversight body of Certified Financial Planner Board of Standards, Inc. for over 88,000 professionals in the U.S. Kamila serve as the 2021 Chair- Elect for the CFP Board of Directors, the first African-American woman and youngest ever to serve in that role. She also serves on the Investment Committee for Women Against Abuse Inc. located in Philadelphia, PA , is a member of the Junior League of Atlanta 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.