Ms. Devon M. Galindo advises legal professionals, executives, entrepreneurs, and high net-worth individuals and families with regard to wealth and investment management, insurance and risk management, retirement, tax, and estate planning matters.
Prior to joining Certuity, Ms. Galindo was a Senior Analyst at KLS Professional Advisors Group, a multi-billion-dollar Registered Investment Advisor headquartered in New York, NY, which was acquired by Boston Private Financial Holdings.
Ms. Galindo received a Bachelor of Business Administration from Loyola Marymount University where she was a Presidential Scholar, a distinction awarded to the top five percent of university applicants. She earned Certifications in Personal Financial Planning and Taxation from UCLA and is a graduate of the American College of Financial Services. Ms. Galindo is a CERTIFIED FINANCIAL PLANNER™ professional who holds the Series 65 license, the Chartered Financial Consultant® (ChFC®) designation, and the Accredited Investment Fiduciary® (AIF®) designation. She is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).