Sid Nanda

Sid Nanda, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.

10415 MD Highway 187

Bethesda, MD 20814-1905

About me

Background

I’m a First Vice President and Financial Advisor with Truist Investment Services, Inc., with over 20 years of financial services experience. 

When I work together with a client, I focus on the development and implementation of investment strategies to help them meet their immediate needs and future goals. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, I also consult on risk management, retirement planning, estate planning, wealth transfer, and other critical financial strategies.

When I was a young teen, my family financially struggled—even to the point of not being able to afford necessities. This taught me the importance of financial confidence and inspired me to learn all that I could about investing so that I could help others achieve their aspirations.  


Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

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

  • 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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