Kara Boccella Recognized in Los Angeles Business Journal’s Women of Influence: Finance for Second Consecutive Year

February 2024 – Kara Boccella, Partner and Wealth Advisor, has been recognized in Los Angeles Business Journal’s Women of Influence: Finance edition. This is Mrs. Boccella’s second consecutive year being featured.

Mrs. Boccella has advised and managed client 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. 

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 New York City, North Palm Beach, San Francisco, Miami, Santa Monica, and Manhattan Beach. 

The profiles were drawn from nomination materials submitted to the Los Angeles Business Journal. Those selected for inclusion were reviewed by the editorial department and chosen based on a demonstration of impact made on the profession and on the Los Angeles community.

The professionals featured in these pages did not pay to be included.