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Sach Trivedi

Sach Trivedi, CFA®, CIMA®, CMT
Director Financial Advisor Private Client Group Truist Investment Services, Inc.

400 S Park Ave

Suite 200,

Winter Park, FL 32789-4307

Sach.Trivedi@Truist.com

Phone 407-621-6268

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About me

Background

Sach Trivedi earned his Certified Investment Management Analyst® (CIMA®) designation through the Investment Management Consultants Association in conjunction with the Wharton School at the University of Pennsylvania. He also earned his Chartered Financial Analyst® (CFA®) designation from the CFA® Institute and earned the Chartered Market Technician (CMT) designation for technical analysts awarded by the CMT Association.

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

Education

Finance with an Entrepreneurship Minor
University of Florida 2005

Personal Interests

In his spare time, Sach enjoys spending time with his family, working out, and meditating.

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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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