Sachin Trivedi, CFA®, CIMA®, Private Financial Advisor

SunTrust Investment Services, Inc.

Sachin Trivedi Photo
Sachin Trivedi, CFA®, CIMA®, Private Financial Advisor

SunTrust Investment Services, Inc.

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400 Park Avenue South,

Winter Park, FL 32789

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About

Sach Trivedi is a Private Financial Advisor with SunTrust Private Wealth Management. He started his career in the financial services industry in 2005. He offers clients over a decade of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. Sach takes the time to talk with you and get to know you in order to gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

Sach 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, widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill and ethical standards.

Sach is a native of Orlando, Florida and is a graduate of the University of Florida with a degree in finance. In his spare time, Sach enjoys working out, networking and meditating.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

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