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Kara Boccella and Devon Galindo have launched Serenus Wealth Advisors, an independent practice in Santa Monica, California, managing $1.2 billion in assets. Serenus Wealth Advisors caters to legal professionals, executives, entrepreneurs, and high-net-worth individuals and families nationwide.
Boccella brings over 30 years of experience and previously served as a Partner at Certuity, managing its Santa Monica office and participating in the investment strategy team. Her career includes roles at KLS Professional Advisors Group, Sanford C. Bernstein & Co., and Pollack Investments. Galindo, with over 15 years of experience, was a Senior Director at Certuity and holds CFP, ChFC, and AIF designations. She specializes in serving high-net-worth clients and has a strong focus on legal professionals, executives, and entrepreneurs.
Rebecca Tipp and Laura Lemoine join Serenus as directors, bringing additional expertise to the team. Lonny Elfenbein has been appointed as chief compliance officer. The team aims to provide tailored wealth management services to their clients.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
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