New National Wealth Management Firm Founded on
a Client-Centric Vision Backed by Decades of Experience Serving
High-Net-Worth Clients & Families
SANTA
MONICA, Calif., July 16,
2024 /PRNewswire/ -- Kara S.
Boccella, a seasoned wealth advisor consistently ranked on
Forbes' Top Women Wealth Advisors Best-In-State List, and
Devon M. Galindo, CFP®, ChFC®, AIF®,
a highly regarded wealth advisor with over fifteen years of
experience serving high-net-worth clients, announce the launch of
Serenus Wealth Advisors. The Santa
Monica-based independent firm is dedicated to serving as a
trusted partner for legal professionals, executives, entrepreneurs,
and high-net-worth individuals and families nationwide.
With a team track record of overseeing $1.2 billion in assets, Serenus Wealth Advisors
was founded to provide a client-centered holistic approach,
delivering comprehensive wealth management and advisory solutions
tailored to the sophisticated needs of high-net-worth individuals.
Rebecca K. Tipp, CFP®, and
Laura E. Lemoine, CFP®, join Serenus
Wealth Advisors as directors, alongside Ms. Boccella and Ms.
Galindo. Together, the team brings decades of combined industry
experience, most recently working together at Certuity's
Santa Monica office. Lonny Elfenbein, CRCP®, ChFC®, an experienced
supervisory and compliance professional, is also joining the firm
as Chief Compliance Officer.
"For over 30 years, it has been my privilege and honor to serve
clients with a hyper focus on ensuring their financial peace of
mind throughout their lifetimes," said Kara Boccella, Founder and Managing Partner at
Serenus Wealth Advisors. "This commitment to clients is the
driving force behind launching Serenus Wealth Advisors, where our
top priority is serving as their trusted partner, day in and day
out. They are the reason why I am dedicated to continuing this
journey, now with a renewed focus and passion entirely centered on
delivering their financial clarity and well-being for today and
tomorrow."
The name Serenus Wealth Advisors reflects the firm's commitment
to providing clients with the calmness that results from financial
confidence and peace of mind. With a logo symbolizing water — a
universal metaphor for tranquility and clarity — Serenus Wealth
Advisors is dedicated to navigating clients through life's
financial complexities through offering sophisticated and
comprehensive solutions, ensuring they achieve their goals and
aspirations at every stage of their journey.
"Having worked alongside Kara for over 15 years, I deeply share
her commitment to meeting every client's needs through a
personalized approach, " said Devon M.
Galindo, Partner at Serenus Wealth Advisors. "Our team's
history – having worked together now for more than a decade – and
our client-focused dedication reflect our core values. As Serenus
Wealth Advisors, we will uphold our tradition of providing
personalized attention and expertise, with a focus on crafting
tailored strategies that aim to address the diverse and intricate
needs of each client."
About Serenus Wealth Advisors
At Serenus Wealth Advisors, we serve as your trusted partner,
delivering comprehensive wealth management and advisory solutions.
We bring a holistic approach with a breadth of knowledge and
insight to every client relationship, providing sophisticated
investment solutions, while advising on insurance and risk
management, retirement, tax, and estate planning matters, all
tailored to your multifaceted needs. As a partner-owned,
independent firm, we are fee-only fiduciaries, offering
conflict-free advice. Our culture of excellence and execution
ensures that all facets of your financial life are cohesively
addressed in a clear, actionable plan.
For more information, please visit www.serenusadvisors.com, and
for the latest updates, follow Serenus Wealth Advisors on
LinkedIn.
Serenus Wealth Advisors, LLC ("Serenus") is an SEC registered
investment adviser. SEC registration does not constitute an
endorsement of the firm by the Commission nor does it indicate that
the adviser has attained a particular level of skill or ability.
Serenus may only transact business in those states in which it is
registered, or qualifies for an exemption or exclusion from
registration requirements.
About Forbes Top Women Wealth Advisors Best-In-State
Rankings
America's Top Women Advisors ranking was developed by SHOOK
Research and is based on in-person, virtual and telephone due
diligence meetings to evaluate each advisor qualitatively, a major
component of a ranking algorithm that includes: client impact,
industry experience, review of best practices and compliance
records, firm nominations; and quantitative criteria, including:
assets under management and revenue generated for their firms.
Investment performance is not a criterion because client objectives
and risk tolerances vary, and advisors rarely have audited
performance reports. SHOOK's research and rankings provide opinions
intended to help investors choose the right financial advisor and
are not indicative of future performance or representative of any
one client's experience. Past performance is not an indication of
future results. Neither Forbes nor SHOOK Research receive
compensation in exchange for placement on the ranking. For more
information, please see www.SHOOKresearch.com. SHOOK is a
registered trademark of SHOOK Research, LLC.
Contact:
Sarah Tremallo
(973) 850-7342
stremallo@jconnelly.com
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SOURCE Serenus Wealth Advisors