People Moves
Serenus Wealth Advisors Names New York Partner

The California-based firm has launched a new office in New York.
Serenus Wealth Advisors, an RIA serving high net worth individuals and families nationwide, has appointed Graham K Mandl as a partner.
Mandl will also lead the firm’s first East Coast office in New York, establishing a presence in the Tri-State Area of New York, New Jersey, and Connecticut.
“He will bring our holistic, client-focused approach to New York – and with this bicoastal presence, we will be able to serve as trusted partners, day in and day out, to high net worth individuals and families across the country. It is a testament to our firm that we have been able to expand so quickly, and so far, in such a short amount of time,” Kara Boccella, founder and managing partner of Serenus Wealth Advisors, said.
Mandl has more than a decade of experience working with entrepreneurs, C-suite executives, legal professionals, professional athletes, and other high net worth clients to create integrated wealth management strategies. These personalized plans incorporate investment opportunities, estate planning, cash flow management, and more to help clients and their families achieve their short- and long-term financial goals, while safeguarding and growing their generational wealth.
Most recently, Mandl was a managing director at Certuity. Earlier in his career, he was a senior financial advisor at Merrill Lynch, where he completed the firm’s advisor management development programme.
“Graham’s commitment and expertise align with our focus on simplifying complex financial situations for clients – and providing them with the personalized strategies and insights to make the most well-informed decisions,” said Devon M Galindo, CFP®, ChFC®, AIF®, partner at Serenus Wealth Advisors. “There are many high net worth individuals and families on the East Coast who can benefit from the comprehensive view we take while acting as true stewards of client wealth, and Graham will help them uncover new opportunities for asset protection and growth.”
Since its founding in July 2024, Serenus Wealth Advisors, which oversees $1.2 billion in assets under management, said it has experienced growth in clients and professionals. The firm, which has increased its client roster by nearly 10 per cent since its launch, is also planning to welcome two additional staff members at its Santa Monica headquarters in the first quarter of 2025.