Ms. Kara S. Boccella is a Partner of the firm and manages Certuity’s Santa Monica, CA, office. She has spent over 25 years advising legal professionals, executives, entrepreneurs and high net-worth individuals and families in all areas of wealth and investment management, including estate, insurance, legacy, retirement, and tax planning. She is actively involved in portfolio management and investment selection as a member of Certuity’s investment strategy team.
Prior to joining Certuity, Ms. Boccella spent 19 years at KLS Professional Advisors Group, a multi-billion-dollar Registered Investment Advisor headquartered in New York, NY, which was acquired by Boston Private Financial Holdings. While at KLS, she established and managed the firm’s first West Coast office in Century City, CA. Ms. Boccella joined KLS from Sanford C. Bernstein & Co. after beginning her career at Pollack Investments, a hedge fund located in West Palm Beach, FL.
Ms. Boccella received a Bachelor of Arts in Business Administration and Management from Point Loma Nazarene University and a Certificate in Taxation from Fordham University. She holds the Series 63 and Series 65 licenses in addition to Life-Only and Accident and Health insurance licenses and is currently a candidate for the Accredited Investment Fiduciary® (AIF) designation.
Ms. Boccella considers herself privileged to be able to volunteer her time and expertise to those in need, whether it be from loss or other unforeseen events, in order to provide appropriate financial advice and/or services.