Genesis Santos Pichardo

Genesis Santos Pichardo
Assistant Vice President Financial Consultant

2520 Northwinds Parkway

Alpharetta, GA 30009

genesis.santos@truist.com

Phone 6785266818

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About me

Background

Genesis is a Financial Consultant with Truist Investment Services, Inc. Genesis is partnered with Financial Advisor John Assad and together they offer more than 30 years of experience in the financial services industry. She joined the firm as a Wealth Analyst and successfully completed the Truist Wealth Management program with prominent recognition and honors across the firm. As a Financial Consultant, Genesis is focused on serving her clients and addressing their immediate and future goals. She leverages her experience in comprehensive financial planning, customized investment solutions, retirement planning, and other critical financial strategies all while keeping the clients’ goals and risk tolerance at the forefront.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Corporate Finance & Economics, B.B.A.
CUNY Queens College 2023

Personal Interests

Genesis currently lives in the Atlanta area after being born and raised in Long Island, New York. She enjoys traveling and visiting family and friends with her husband Jason and their 4-year-old son Jacob. Genesis along with her husband are active members of her son’s preschool, Saint Catherine of Siena, and while she is not catering to her clients, she enjoys spending her weekends creating new experiences for her son. 

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