Kara Boccella (a seasoned wealth advisor) and Devon Galindo, CFP, ChFC, AIF (a wealth advisor with 15+ years of experience serving high-net-worth clients) announced the launch of Serenus Wealth Advisors. The Santa Monica-based independent firm is focused on serving as a trusted partner for legal professionals, executives, entrepreneurs, and high-net-worth individuals and families nationwide.
With a track record of overseeing $1.2 billion in assets, Serenus Wealth Advisors was founded to offer a client-centered holistic approach, delivering comprehensive wealth management and advisory solutions tailored to the sophisticated needs of high-net-worth individuals. And Rebecca K. Tipp, CFP, and Laura E. Lemoine, CFP, join Serenus Wealth Advisors as directors, along with Boccella and Galindo. Together, this team brings decades of combined industry experience, most recently working together at Certuity’s Santa Monica office. Lonny Elfenbein, CRCP, ChFC – an experienced supervisory and compliance professional, is also joining the firm as Chief Compliance Officer.
The name Serenus Wealth Advisors reflects the firm’s commitment in providing clients with the calmness that results from financial confidence and peace of mind. And with a logo symbolizing water (a universal metaphor for tranquility and clarity), Serenus Wealth Advisors is dedicated to navigating clients through life’s financial complexities through offering sophisticated and comprehensive solutions, ensuring they achieve their goals and aspirations at every stage of their journey.
KEY QUOTES:
“For over 30 years, it has been my privilege and honor to serve clients with a hyper focus on ensuring their financial peace of mind throughout their lifetimes. This commitment to clients is the driving force behind launching Serenus Wealth Advisors, where our top priority is serving as their trusted partner, day in and day out. They are the reason why I am dedicated to continuing this journey, now with a renewed focus and passion entirely centered on delivering their financial clarity and well-being for today and tomorrow.”
– Kara Boccella, Founder and Managing Partner at Serenus Wealth Advisors
“Having worked alongside Kara for over 15 years, I deeply share her commitment to meeting every client’s needs through a personalized approach. Our team’s history – having worked together now for more than a decade – and our client-focused dedication reflect our core values. As Serenus Wealth Advisors, we will uphold our tradition of providing personalized attention and expertise, with a focus on crafting tailored strategies that aim to address the diverse and intricate needs of each client.”
– Devon M. Galindo, Partner at Serenus Wealth Advisors
