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Prior to Serenus Wealth Advisors, Ms. Galindo was a Senior Director at wealth management firm Certuity, where she was based in the company’s office in Santa Monica, Calif. She was previously a Senior Analyst at KLS Professional Advisors Group, a multi-billion-dollar Registered Investment Advisor (RIA) acquired by Boston Private Financial Holdings.
Ms. Galindo, a wealth advisor with over fifteen years of experience serving high-net-worth clients, holds the Series 65 license, as well as the CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®, and Accredited Investment Fiduciary® designations. She is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
Ms. Galindo graduated from Loyola Marymount University, where she received a Bachelor of Business Administration and was a Presidential Scholar. A graduate of the American College of Financial Services, she earned Certifications in Personal Financial Planning and Taxation from the University of California-Los Angeles.