Devon M. Galindo, CFP®, ChFC®, AIF®

Partner

dgalindo@serenusadvisors.com

Devon M. Galindo works closely with executives, entrepreneurs, legal professionals, and high-net-worth individuals and families on all aspects of wealth and investment management, including insurance and risk management, retirement, tax, and estate planning matters.

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 began her career at KLS Professional Advisors Group, a multi-billion-dollar Registered Investment Advisor (RIA) acquired by Boston Private Financial Holdings, where she was a Senior Analyst.

Ms. Galindo, a wealth advisor with over fifteen years of experience serving high-net-worth clients, holds the Series 65 license, the Chartered Financial Consultant® designation, and the Accredited Investment Fiduciary® designation. She is a CERTIFIED FINANCIAL PLANNER® professional and 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.