Kara S. Boccella

Kara S. Boccella Email and Phone Number

Founder and Managing Partner @ Serenus Wealth Advisors
Los Angeles, CA, US
Kara S. Boccella's Location
Los Angeles, California, United States, United States
Kara S. Boccella's Contact Details

Kara S. Boccella work email

Kara S. Boccella personal email

n/a

Kara S. Boccella phone numbers

About Kara S. Boccella

Kara S. Boccella is a Founder and Managing Partner at Serenus Wealth Advisors. She possess expertise in capital markets, change management, new business development, fixed income, private equity and 19 more skills.

Kara S. Boccella's Current Company Details
Serenus Wealth Advisors

Serenus Wealth Advisors

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Founder and Managing Partner
Los Angeles, CA, US
Website:
serenusadvisors.com
Employees:
9
Kara S. Boccella Work Experience Details
  • Serenus Wealth Advisors
    Founder And Managing Partner
    Serenus Wealth Advisors
    Los Angeles, Ca, Us
    View
  • Serenus Wealth Advisors
    Founder & Managing Partner
    Serenus Wealth Advisors Jul 2024 - Present
    View
  • Certuity
    Partner
    Certuity 2014 - Jul 2024
    North Palm Beach, Florida, Us
    At Camden Capital I serve as a wealth advisor to HNW legal professionals, executives, entrepreneurs and families. As an independent advisor, I have the benefit of an unbiased perspective and can provide them with guidance and planning services on a broad spectrum of wealth management areas: financial planning, investments, tax and estate planning, succession planning, family office issues, retirement, insurance – anything touching their financial lives. I am also actively involved in portfolio management selection as a member of Camden Capital’s Investment Strategy Committee.
    View
  • Kls Professional Advisors, Llc
    Managing Director
    Kls Professional Advisors, Llc 2010 - 2014
  • Kls Professional Advisors, Llc
    Managing Director
    Kls Professional Advisors, Llc 1995 - 2010
  • Sanford C. Bernstein & Co.
    Financial Advisor Associate
    Sanford C. Bernstein & Co. 1994 - 1995
  • Pollack Investments
    Associate
    Pollack Investments 1991 - 1994

Kara S. Boccella Skills

Capital Markets Change Management New Business Development Fixed Income Private Equity Corporate Finance Wealth Management Alternative Investments Finance Investment Advisory Financial Planning Legal Issues Financial Analysis Strategic Planning Portfolio Management Financial Services Risk Management Business Strategy Investment Management Investment Banking Investments Equities Asset Management Management

Kara S. Boccella Education Details

  • Fordham University
    Fordham University
    Certificate In Taxation
  • Point Loma Nazarene University
    Point Loma Nazarene University
    Business Administration And Management

Frequently Asked Questions about Kara S. Boccella

What company does Kara S. Boccella work for?

Kara S. Boccella works for Serenus Wealth Advisors

What is Kara S. Boccella's role at the current company?

Kara S. Boccella's current role is Founder and Managing Partner.

What is Kara S. Boccella's email address?

Kara S. Boccella's email address is kb****@****tal.com

What is Kara S. Boccella's direct phone number?

Kara S. Boccella's direct phone number is +191753*****

What schools did Kara S. Boccella attend?

Kara S. Boccella attended Fordham University, Point Loma Nazarene University.

What skills is Kara S. Boccella known for?

Kara S. Boccella has skills like Capital Markets, Change Management, New Business Development, Fixed Income, Private Equity, Corporate Finance, Wealth Management, Alternative Investments, Finance, Investment Advisory, Financial Planning, Legal Issues.

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