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About
Devon M. Galindo is a Partner at Serenus Wealth Advisors, an independent, partner-owned SEC-registered investment advisory firm based in Santa Monica, California. In this role, Galindo is responsible for serving high-net-worth individuals and families—especially legal professionals, executives, and entrepreneurs—by providing comprehensive wealth management and advisory solutions tailored to their complex financial needs. Her key responsibilities include crafting and implementing holistic strategies for investment management, estate planning, tax optimization, risk management, and retirement planning.
Galindo brings over fifteen years of experience in the investment management industry, most recently as Senior Director at Certuity, and previously as Senior Analyst at KLS Professional Advisors (now part of Boston Private Wealth). She is known for her client-centric approach and expertise working with sophisticated portfolios, having helped lead teams overseeing more than $1.2 billion in assets under management. While her advisory practice spans a broad range of asset classes—public equities, fixed income, alternative investments—she is particularly focused on designing bespoke strategies for high-net-worth clients navigating life transitions, liquidity events, and multigenerational wealth planning.
Galindo holds the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services, is Series 65 licensed, and also holds certifications in Personal Financial Planning and Taxation from UCLA. She earned her BBA from Loyola Marymount University and completed additional studies in London through the Foundation for International Education. Her contributions to the industry are marked by her dedication to fiduciary advice and her leadership in establishing Serenus Wealth Advisors as a trusted partner for discerning clientele.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Serenus Wealth Advisors | Partner | Jul 2024 to Present | — |
| Certuity | Senior Director | Jan 2014 to Jan 2024 | — |
| KLS Professional Advisors (acquired by Boston Private Wealth) | Senior Analyst | Jan 2010 to Jan 2014 | — |
Education
The American College of Financial Services
Chartered Financial Consultant® (ChFC®)
2017 — 2018
University of California, Los Angeles
Personal Financial Planning Certification
2016 — 2017
University of California, Los Angeles
Taxation Certification
2013 — 2015
Loyola Marymount University, College of Business Administration
Bachelor of Business Administration
2005 — 2009
FIE: Foundation for International Education
London, United Kingdom
2008 — 2008
Skills & Expertise
Others at Serenus Wealth Advisors, LLC (1)
| Name | Role | Location |
|---|---|---|
| Partner | NY , United States |
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