KARA BOCCELLA
Founder; Managing Partner
Serenus Wealth Advisors, LLC
Kara Boccella is the founder of Serenus, and with her team, oversees about $1.2 billion in client assets. Many of her clients are partners at top law firms and C-suite executives. Boccella takes a holistic view of each client’s financial situation and tailors her approach to suit their needs. Her unique, all-encompassing approach covers planning and execution in such areas as investment management, tax, trust and estate, retirement, and employee benefits, company stock, partnership plans and more.
Throughout her 30-year career, Boccella has provided unpaid financial planning advice to those in need due to losing a loved one or other life-changing circumstances. She currently manages the financial affairs of several widows and widowers pro bono.
