A team of advisors led by Kara Boccella, formerly a partner at Certuity, a $4 billion registered investment advisor, has left to form their own RIA, Serenus Wealth Advisors. The new RIA has $1.2 billion in assets under management and will be based in Santa Monica, California.
Prior to joining Certuity in 2014, Boccella was at New York-based KLS Professional Advisors Group, a Multi-billion dollar RIA acquired by Boston Private, for 19 years. She managed KLS's first West Coast office.
Boccella is joined by Devon Galindo, a former senior director at Certuity and former senior analyst at KLS. Rebecca Tipp and Laura E. Lemoine also join Serenus as directors from Certuity. Serenus also brought on Lonny Elfenbein, previously chief compliance officer at Dinsmore Compliance Services, as CCO.
The firm has selected Fidelity for trusteeship, according to a regulatory filing.
“For more than 30 years, it has been my privilege and honor to serve clients with a strong focus on ensuring their financial peace throughout their lives,” Boccella said in a statement. “This commitment to clients is the driving force behind the launch of Serenus Wealth Advisors, where our top priority is to serve as their trusted partner, day in and day out.”
The name “Serenus” reflects the peace of mind and peace of mind the team will offer clients in their financial lives, according to Boccella.
The firm serves legal professionals, executives, entrepreneurs, and high net worth individuals and families.