Kara Boccella Recognized by Forbes on Best-In-State Top Women Wealth Advisors List Three Years In A Row

February 2024 – Kara Boccella, Partner and Wealth Advisor, has been recognized on Forbes’ Top Women Wealth Advisors Best-In-State List. This is Ms. Boccella’s third consecutive year being featured.

Ms. Boccella has successfully advised and managed her clients’ portfolios and affairs throughout her 30-year career.  She specializes in 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. In 2023, she was also recognized by Forbes’ Best-In-State Wealth Advisors.

Certuity is a boutique wealth management and multifamily office firm that provides a holistic approach to wealth management, legacy planning and family office services. Certuity’s independent structure, objective platform and underlying fiduciary duty differentiate it from a majority of traditional wealth management firms with inherent conflicts of interest.

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 2020-2024, 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, Citywire RIA’s Fasted Growers Across America 2023, Los Angeles Business Journal’s Leaders of Influence: Wealth Managers 2020-2023 and Women of Influence: Finance 2023-2024, and the Los Angeles Times’ Banking and Finance Visionaries 2021-2023.

Certuity has offices in Manhattan Beach, Miami, New York City, North Palm Beach, San Francisco, and Santa Monica. 

The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.

All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.