Devon Galindo, Cfp®, Chfc®, Aif®

Devon Galindo, Cfp®, Chfc®, Aif® Email and Phone Number

Partner, High-Net-Worth Wealth Advisor @ Serenus Wealth Advisors
Devon Galindo, Cfp®, Chfc®, Aif®'s Location
Los Angeles Metropolitan Area, United States
Devon Galindo, Cfp®, Chfc®, Aif®'s Contact Details

Devon Galindo, Cfp®, Chfc®, Aif® work email

Devon Galindo, Cfp®, Chfc®, Aif® phone numbers

About Devon Galindo, Cfp®, Chfc®, Aif®

Devon Galindo, Cfp®, Chfc®, Aif® is a Partner, High-Net-Worth Wealth Advisor at Serenus Wealth Advisors. They possess expertise in strategic financial planning, asset management, financial analysis, portfolio management, data analysis and 19 more skills.

Devon Galindo, Cfp®, Chfc®, Aif®'s Current Company Details
Serenus Wealth Advisors

Serenus Wealth Advisors

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Partner, High-Net-Worth Wealth Advisor
Devon Galindo, Cfp®, Chfc®, Aif® Work Experience Details
  • Serenus Wealth Advisors
    Partner
    Serenus Wealth Advisors Jul 2024 - Present
    Santa Monica, California, United States
    View
  • Certuity
    Senior Director
    Certuity 2014 - Jul 2024
    Santa Monica, Ca
    View
  • Kls Professional Advisors, Llc (Acquired By Boston Private Wealth Llc)
    Senior Analyst
    Kls Professional Advisors, Llc (Acquired By Boston Private Wealth Llc) 2010 - 2014
    Century City, Ca

Devon Galindo, Cfp®, Chfc®, Aif® Skills

Strategic Financial Planning Asset Management Financial Analysis Portfolio Management Data Analysis Forecasting Financial Services Trading Investments Alternative Investments Financial Modeling Retirement Planning Insurance Financial Reporting Financial Markets Financial Planning Estate Tax Planning Microsoft Office Microsoft Excel Public Speaking Leadership Management Marketing Social Media Marketing

Frequently Asked Questions about Devon Galindo, Cfp®, Chfc®, Aif®

What company does Devon Galindo, Cfp®, Chfc®, Aif® work for?

Devon Galindo, Cfp®, Chfc®, Aif® works for Serenus Wealth Advisors

What is Devon Galindo, Cfp®, Chfc®, Aif®'s role at the current company?

Devon Galindo, Cfp®, Chfc®, Aif®'s current role is Partner, High-Net-Worth Wealth Advisor.

What is Devon Galindo, Cfp®, Chfc®, Aif®'s email address?

Devon Galindo, Cfp®, Chfc®, Aif®'s email address is dg****@****tal.com

What is Devon Galindo, Cfp®, Chfc®, Aif®'s direct phone number?

Devon Galindo, Cfp®, Chfc®, Aif®'s direct phone number is +176085*****

What skills is Devon Galindo, Cfp®, Chfc®, Aif® known for?

Devon Galindo, Cfp®, Chfc®, Aif® has skills like Strategic Financial Planning, Asset Management, Financial Analysis, Portfolio Management, Data Analysis, Forecasting, Financial Services, Trading, Investments, Alternative Investments, Financial Modeling, Retirement Planning.

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