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Prior to founding Serenus Wealth Advisors, Ms. Boccella was a Partner at wealth management firm Certuity, where she managed the firm’s office in Santa Monica, Calif., and was a member of the investment strategy team. She previously spent 19 years at New York-based KLS Professional Advisors Group, a multi-billion-dollar Registered Investment Advisor (RIA) which was acquired by Boston Private Financial Holdings. Ms. Boccella established and managed KLS’s first West Coast office in Century City, Calif. She joined KLS from Sanford C. Bernstein & Co., and began her career at West Palm Beach, Fla.-based hedge fund Pollack Investments.
Ms. Boccella received her Certificate in Taxation from Fordham University, and graduated from Point Loma Nazarene University with a Bachelor of Arts in Business Administration and Management. She holds Series 63 and Series 65 licenses.
