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Devon Michelle Galindo

Devon Michelle Galindo

Partner at Serenus Wealth Advisors, LLC

Los Angeles, CA , United States

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

OrganizationRoleDate RangeDetails
Serenus Wealth AdvisorsPartnerJul 2024 to Present
CertuitySenior DirectorJan 2014 to Jan 2024
KLS Professional Advisors (acquired by Boston Private Wealth)Senior AnalystJan 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

Strategic Financial Planning
Asset Management
Financial Analysis
Portfolio Management
Data Analysis
Financial Services
Trading
Investments
Alternative Investments
Financial Modeling
Retirement Planning
Insurance
Financial Reporting
Financial Markets
Financial Planning
Estate Tax Planning
Financial Advisory
Investment Management
Asset Allocation
Estate Planning
Investment Advisory Services
Investment Strategies
Personal Financial Planning
Leadership
PowerPoint
Social Media
Public Speaking
Sales
Event Planning
Forecasting
Business Analysis
Microsoft Office
Microsoft Excel
Marketing
Social Media Marketing
Management
Strategic Financial

Others at Serenus Wealth Advisors, LLC (1)

NameRoleLocation
Graham Mandl
Graham Mandl
PartnerNY , United States

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