KARA BOCCELLA
Partner
Certuity
Kara Boccella has successfully advised and managed her clients’ portfolios and affairs over her 30 year career. She currently manages approximately $900 million and is continuing to grow organically through a robust referral base. Her retention rate is above 99%. She works to create a trusting and transparent relationship with all clients.
Over the course of Boccella’s 30-year career, she has been afforded the opportunity to provide unpaid financial planning advice to those in need due to the loss of a loved one or other life-changing circumstances. She currently manages the financial affairs of seven widows and widowers on a pro-bono basis and is available to provide guidance, both financial and personal, as they navigate these unexpected, and oftentimes traumatic, changes in their lives. Community involvement is important to Boccella, and she supports and is involved with many charities and non-profit groups, both through financial commitments and/or active volunteerism.
Return to Index.
Read the full article here
