KARA BOCCELLA
Partner
Certuity
Kara Boccella has successfully advised and managed her client’s portfolios and affairs over her 30-year career. She currently manages approximately $970 million and is continuing to grow organically through a robust referral base. She works to create a transparent relationship with all clients.
Boccella takes a holistic view of each client’s situation and tailors her approach to suit their needs. She makes recommendations and executes strategies that provide cost-effective, balanced wealth solutions that are constantly monitored and adjusted as market conditions and lifestyle changes dictate. Her unique, all-encompassing approach covers planning and execution in such areas as investment management; tax, trust and estate, retirement, and insurance needs; employee benefits, company stock, and partnership plans; legacy divestment, charitable donations, and philanthropic pursuits; next-generation wealth transfers, education funding, mortgage financing, and debt structuring; automobile acquisitions, either through purchase or lease; as well as any other financial needs.
