A new RIA in Santa Monica under the name of Serenus Wealth Advisors has just launched with $1.2 billion of client money.
The business has been founded by Kara Boccella, ranked on the Forbes’ Top Women Wealth Advisors Best-In-State List, and Devon M. Galindo, a wealth advisor with over 15 years’ experience in the sector. Most recently, they were at Certuity's Santa Monica office.
Serenus focuses on legal professionals, executives, entrepreneurs, and high net worth individuals and families nationwide.
Other team members include Rebecca Tipp, and Laura Lemoine , alongside Boccella and Galindo.
Lonny Elfenbein, supervisory and compliance professional, is also joining the firm as chief compliance officer.
The founders used the name Serenus Wealth Advisors to reflect its commitment to keeping clients calm via confidence and peace of mind. The brand comes with a logo symbolizing water.
