Joseph Camargo
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Joseph Camargo Email & Phone Number

Founder and Portfolio Manager at Phoenix Financial
Location: Hingham, Massachusetts, United States 6 work roles 4 schools
1 work email found @comcast.net 2 phones found area 781 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@comcast.net
Direct phone (781) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Founder and Portfolio Manager
Location
Hingham, Massachusetts, United States
Company size

Who is Joseph Camargo? Overview

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Quick answer

Joseph Camargo is listed as Founder and Portfolio Manager at Phoenix Financial, a with 28 employees, based in Hingham, Massachusetts, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 781, and a matched LinkedIn profile for Joseph Camargo.

Joseph Camargo previously worked as Founder / Portfolio Manager at Phoenix Financial and Partner at Platinum Wealth Partners Inc. Joseph Camargo holds Certified Financial Planner Candidate from Boston University.

Company email context

Email format at Phoenix Financial

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*@comcast.net
68% confidence

AeroLeads found 1 current-domain work email signal for Joseph Camargo. Compare company email patterns before reaching out.

Profile bio

About Joseph Camargo

A Better Business Bureau accredited firm, presently holding an A+ ratting.A provider of independent global macro-economic research analytics.A provider of Financial Literacy & Investment / Trading Education.* The above information is intended for use only by residents of: Massachusetts.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm

Listed skills include Investments, Strategy, Securities, Management, and 24 others.

Current workplace

Joseph Camargo's current company

Company context helps verify the profile and gives searchers a useful next step.

Phoenix Financial
Phoenix Financial
Founder and Portfolio Manager
Employees
28
AeroLeads page
6 roles

Joseph Camargo work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Wells Fargo Advisors, Llc

Plymouth, Ma

Value Investing, risk-averse investment thesis utilizing Strategic, Tactical & Core-Satellite Asset Allocation methodologies.

Aug 2008 - Mar 2013

Senior Associate / Assistant Vice President

Greater Boston Area

Jun 1999 - Oct 2007

Analyst

Fidelity Capital Markets

Greater Boston Area

Oct 1993 - May 1999
4 education records

Joseph Camargo education

Certified Financial Planner Candidate

CFP candidate (Certified Financial Planner).

Political Science, Economics

Studied Political Science with a minor in Economics

Accredited Asset Management Specialist, Aams Designation Recipient

Received the AAMS designation (Accredited Asset Management Specialist). Received the AWMA designation (Accredited Wealth Management.

Accredited Wealth Management Advisor, Awma Designation Recipient

Portfolio construction, Asset Allocation methodologies, Risk Management, Modern Portfolio Theory

FAQ

Frequently asked questions about Joseph Camargo

Quick answers generated from the profile data available on this page.

What company does Joseph Camargo work for?

Joseph Camargo works for Phoenix Financial.

What is Joseph Camargo's role at Phoenix Financial?

Joseph Camargo is listed as Founder and Portfolio Manager at Phoenix Financial.

What is Joseph Camargo's email address?

AeroLeads has found 1 work email signal at @comcast.net for Joseph Camargo at Phoenix Financial.

What is Joseph Camargo's phone number?

AeroLeads has found 2 phone signal(s) with area code 781 for Joseph Camargo at Phoenix Financial.

Where is Joseph Camargo based?

Joseph Camargo is based in Hingham, Massachusetts, United States while working with Phoenix Financial.

What companies has Joseph Camargo worked for?

Joseph Camargo has worked for Phoenix Financial, Platinum Wealth Partners Inc, Wells Fargo Advisors, Llc, State Street, and Fidelity Capital Markets.

How can I contact Joseph Camargo?

You can use AeroLeads to view verified contact signals for Joseph Camargo at Phoenix Financial, including work email, phone, and LinkedIn data when available.

What schools did Joseph Camargo attend?

Joseph Camargo holds Certified Financial Planner Candidate from Boston University.

What skills is Joseph Camargo known for?

Joseph Camargo is listed with skills including Investments, Strategy, Securities, Management, Asset Allocation, Valuation, Financial Risk, and Series 7.

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