Ms. Devon M. Galindo manages client relationships, supports all facets of the advisory process and client experience, and advises legal professionals, executives, entrepreneurs, and high net-worth individuals and families with regard to wealth and investment management, insurance and risk management, employment benefits, retirement, tax, and estate planning matters.
Prior to joining Camden Capital, Ms. Galindo was a Senior Analyst at KLS Professional Advisors Group, a division of Silicon Valley Bank Private Wealth, and a multi-billion-dollar Registered Investment Advisory firm headquartered in New York, NY.
Ms. Galindo graduated with Honors from Loyola Marymount University where she obtained a Bachelor of Business Administration. She holds Certifications in Personal Financial Planning and Taxation from UCLA as well as the Series 65 license. Ms. Galindo earned the Accredited Investment Fiduciary® (AIF®) designation and holds the Chartered Financial Consultant® (ChFC®) designation. She is a graduate of the American College of Financial Services, an affiliate of the National Association of Personal Financial Advisors (NAPFA), and will pursue the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Phone: (310) 725-9077