May 2023 – Kara Boccella, Partner, and Mark Udis, Partner, have been distinguished by Forbes as Best-In-State Wealth Advisors. This is Mrs. Boccella’s fourth-consecutive time, and Mr. Udis’ third-consecutive time, being recognized by Forbes. “We are incredibly proud of Kara and Mark for once again being recognized by Forbes for their commitment to client success, deep integrity, and industry leadership," said Rich Bursek, President of Certuity.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of both qualitative and quantitative criteria, including revenue trends, assets under management, service models, compliance records, virtual and in-person due diligence interviews, and industry experience. The algorithm places emphasis on advisors who follow best practices when working with clients.
The minimum requirement for advisors to be considered is seven years of experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Certuity is a multi-billion-dollar, multi-family office and Registered Investment Adviser that provides a holistic approach to wealth management, legacy planning, family office and investment consulting services to high- and ultra-high-net-worth families, founders, business owners, entrepreneurs and select institutions across the country. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management.
Certuity and its advisors have been recognized in Barron’s Top U.S. Advisors Ranked by State 2014-2023 and America’s Top 100 Independent Advisors 2016-2019; Forbes’ Top Women Advisors 2020-2021 and Best-in-State Advisors 2020-2023 lists; The Financial Times Top 300 Financial Advisors 2015-2020; Financial Advisors Magazine’s Top 50 Fastest Growing Firms 2013 & 2019 and RIA Ranking 2019-2022; and the Los Angeles Business Journal’s Banking and Finance Visionaries 2021-2023.