J.P. Morgan Securities
46yrs
Top advisor by experience in Santa Monica
15yrs
Devon Galindo
Financial advisor at Serenus Wealth Advisors
Based in Santa Monica, California, Devon Galindo is a fiduciary financial advisor with 15 years of industry experience. Devon joined Serenus Wealth Advisors in 2024, after ten years at Certuity and a year at KLS Professional Advisors Group. Devon’s designations include CFP® and ChFC.
One of 300 advisors with offices in Santa Monica, and one of 263 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 67% of advisors at Serenus Wealth Advisors
Office1299 Ocean Ave Suite 710, Santa Monica, CA 90401
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$10.4 million
Advisors at the firm6
States licensed ?1 state
Services through Serenus Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowSerenus Wealth Advisors, LLCCurrent firm
- 2014 – 2024Certuity, LLCPreviously
- Mar 2013 – Sep 2014KLS Professional Advisors Group, LLCPreviously
Contact Devon
(917) 539-2411Serenus Wealth Advisors main office 1299 Ocean Ave Suite 710Santa Monica, CA 90401Office · Get directions LinkedIn pageSerenus Wealth Advisors
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Questions to ask Devon
Tailored to Devon’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Devon
How do I contact Devon?
Call Serenus Wealth Advisors at (917) 539-2411 and ask for Devon Galindo. Devon works from the Santa Monica, CA office.
How long has Devon been a financial advisor?
Devon has been in the industry since 2011, about 15 years. More experience than 67% of advisors at Serenus Wealth Advisors.
What licenses does Devon hold?
Series 65. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
Serenus Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Devon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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