Insights

Barron's | Jul 29, 2024

There’s a New Breed of Breakaway Advisor. And They’re Not Leaving the Big Brokerages

For more than a decade, a “breakaway” broker or advisor meant someone leaving a large national brokerage firm such as Morgan Stanley or Bank of America’s Merrill Lynch to either start a registered investment advisory firm or join one. That’s changing.

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Barron's | Jul 16, 2024

$1.2 Billion Advisor Team Leaves RIA Certuity to Form New Firm

Advisor Kara S. Boccella says she and her team, which oversaw $1.2 billion, wanted to have more control over the client experience and their practice.

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Wealth Solutions Report | Jul 18, 2024

Industry Veteran Launches $1.2 Billion RIA In California

Veteran wealth advisor Kara S. Boccella has founded Serenus Wealth Advisors , a Santa Monica, California-based independent RIA whose team

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Financial Planning | Jul 17, 2024

New RIA Serenus Wealth Advisors launches with $1.2B in client assets

Industry vet Kara Boccella launched a new RIA on Monday, the Santa Monica, California-based Serenus Wealth Advisors.

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Family Wealth Report | Jul 17, 2024

New West Coast RIA Aims To Keep Clients Serene

A firm founded in Santa Monica aims to keep its clients calm and composed - important outcomes in turbulent economic times.

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With Intelligence | Jul 16, 2024

Santa Monica Certuity team launches indy RIA

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Financial Advisor | Jul 16, 2024

Women Advisor Team With $1.2B AUM Launches Calif. RIA

Two veteran women advisors who managed $1.2 billion at Certuity, a North Palm Beach, Fla.-based multifamily office, have announced the launch of Serenus Wealth Advisors, an independent firm in Santa Monica, Calif.

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WealthManagement.com | Jul 16, 2024

$1.2B Team Departs Certuity to Launch New RIA

A team of advisors led by Kara Boccella, previously a partner at Certuity, a $4billion registered investment advisor, has left to create their own RIA, Serenus Wealth Advisors.

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CityWire | Jul 16, 2024

$1.2bn Certuity team breaks away, forms Cali RIA

Kara Boccella and Devon Galindo have formed Serenus Walth Advisors in Santa Monica.

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InvestmentNews | Jul 16, 2024

Top woman advisor launches California-based RIA

Leading a team with a combined record overseeing $1.2B in assets, the Certuity alum focuses on helping executives, legal pros, and other HNWIs achieve financial clarity.

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