Genesis Santos Pichardo

Genesis Santos Pichardo
Assistant Vice President Financial Consultant Truist Investment Services, Inc.

2520 Northwinds Parkway

4th Floor,

Alpharetta, GA 30009

genesis.santos@truist.com

Phone 470-544 7565

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About me

Background

Genesis is a Financial Consultant with Truist Investment Services, Inc. Genesis and her Financial advisor partner together offer more than 30 years of experience in the financial services industry. 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. She joined the firm as a Wealth Analyst and successfully completed the Truist Wealth Management program with prominent recognition and honors across the firm.

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 children Jacob and Jack.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Educating family members with significant wealth to confidently manage their financial lives

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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