Kara S. Boccella
Assets Under Management: $531,817,194
Due to Kara Boccella’s philosophy in working with her clients’ best interest at heart, she has experienced a great deal of success. She has paved the way for those in the financial industry by pushing past limits and acting as a true Fiduciary with her clients. Her fees are straightforward, her advice is unbiased, and she is upfront and honest about her plans. Boccella’s goal is to provide unbiased and comprehensive wealth advisory solutions for her clients to ensure they meet and surpass their financial goals. She is passionate about financial literacy and endeavors to educate her clients, especially women, about their personal financial affairs and aid in their understanding of the options available to them. In terms of mentorship in the workplace, Boccella creates an environment where her colleagues feel comfortable and encouraged to grow and develop as a professional.
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