Sach Trivedi

About Sach Trivedi

Sach Trivedi is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 15 years of investment management experience. Sach has earned the professional designations of CFA,CMT and CIMA and is a graduate of the University of Florida. Sach’s focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning, insurance planning, and other critical financial strategies. Truist Investment Services, Inc. is a full-service broker-dealer that is an integral part of Truist Bank, Inc. – one of the nation’s largest and most respected financial services organizations. When you bring your investment needs to SunTrust Investment Services, you will benefit from: 􀂃A long history of management experience 􀂃An extensive range of financial products 􀂃Personalized financial planning and advice More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs Please note that current regulatory policy does NOT allow me to receive or provide endorsements of Skills & Expertise or display Recommendations on my profile page. For more information about Truist Investment Services, including important disclosures, please visit

Experience

1. Director, Financial Advisor, Truist Investment Services, Inc Truist Wealth

   Truist Wealth

   Feb 2021 — Present

   Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:

Education

• University of Florida

  Bachelor's degree, Finance, General

  2003 — 2005

• University of Florida

  Minor in Entrepreneurship, Finance, General

  2003 — 2005

• Wharton Executive Education

  •Modern Portfolio Theory•Asset Allocation•Manager Search and Selection•Investment Policy•Performance

  2011 — 2011