Serenus Wealth Advisors, LLC

Rebecca Shaw is a financial advisor at Serenus Wealth Advisors, LLC in Santa Monica, CA, holding Series 63 and Series 66 licenses with six years of industry experience. Her prior roles include positions at Certuity, LLC, Sanford C. Bernstein & Co., General Dynamics Mission Systems, and JP Morgan Chase & Co. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with comprehensive portfolio management and financial planning. The firm employs a diverse investment approach that incorporates fundamental and technical analysis, quantitative models, and third-party manager due diligence, focusing on asset allocation and risk alignment.

Katherine Thorsey is a financial advisor at Serenus Wealth Advisors, LLC in Santa Monica, CA. She holds Series 63 and Series 65 licenses and has experience working at Rothschild & Co and several other firms across different industries. Katherine joined Serenus Wealth Advisors in 2025. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm employs a diverse investment approach combining fundamental and technical analysis, quantitative models, and third-party manager due diligence, with a focus on asset allocation and risk alignment.

Laura Lemoine is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at Serenus Wealth Advisors, LLC and previously held roles at Camden Capital, Career Group, The People Concern, and the Fund for the Public Interest. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with comprehensive portfolio management, financial planning, and consulting. The firm employs a diverse investment approach combining fundamental and technical analysis, quantitative models, and third-party manager due diligence, with a focus on asset allocation and risk alignment.

Graham Mandl is a financial advisor at Serenus Wealth Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for nine years and Certuity for one year before joining Serenus in 2024. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with comprehensive portfolio management and standalone financial planning. The firm employs a mix of fundamental and technical analysis, quantitative models, and third-party manager due diligence, focusing on asset allocation and periodic rebalancing to align portfolios with client objectives.

Kara Boccella is a financial advisor at Serenus Wealth Advisors, LLC with 15 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Camden Capital, LLC for ten years. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients, offering comprehensive portfolio management alongside standalone financial planning and consulting. The firm employs a diverse analytical approach to investment management and combines direct portfolio management with the use of sub-advisors and institutional custody platforms.

Devon Galindo is a CFP®, ChFC®, and holds a Series 65 license with 12 years of industry experience. He has worked at Serenus Wealth Advisors, LLC since 2024 and previously spent 10 years at Camden Capital, LLC. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with comprehensive portfolio management and standalone financial planning. The firm employs a diverse investment approach that includes fundamental and technical analysis, quantitative models, and third-party manager due diligence, emphasizing asset allocation, duration management, and periodic rebalancing.