Sach Trivedi

Sach Trivedi, CFA®, CIMA®, CMT
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Central Florida Group of Truist Investment Services, Inc.

400 Park Avenue South

Winter Park, FL 32789-4307

Sach.Trivedi@Truist.com

Phone 407-621-6268

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About me

Background

Sach Trivedi is Senior Managing Director and Financial Advisor with the Private Client Group of Truist Investment Services, Inc., and Truist Wealth. He offers clients a comprehensive suite of services and possesses extensive experience in investments, financial planning, credit strategies, and estate planning. As a Financial Advisor, Sach integrates a complex body of investment and planning knowledge, ethically contributing to prudent decisions by providing objective advice and guidance to all his clients.

Sach takes the time to talk to and get to know his clients, which helps him gain an understanding of the critical aspects of their financial life so that he can assess the interaction of multiple objectives and the far-reaching implications they can have on each other. Sach holds himself and his team accountable to recommend strategies with his clients' needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists but also by highly attentive service and coordination of resources.

He has been ranked by Forbes America’s as one of the Best-in-State Wealth Advisors* and Top Next-Gen Wealth Advisor-Best in State*.

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
Investment Management Analysis - Certified Investment Management Analyst®
The Wharton School, University of Pennsylvania 2012
Chartered Financial Analyst® (CFA®)
2012
Chartered Market Technician (CMT)
2018
Data Science and Business Analytics
The University of Austin, Texas - McCombs Business 2023

Personal Interests

In his spare time, Sach enjoys spending time with his family, working out, and meditating. He welcomes engaging in conversations on self-improvement, both physically, mentally, and spiritually.

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

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

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

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

Accomplishments

Top Next-Gen Wealth Advisor-Best in State*
Forbes 2023
Top Next-Gen Wealth Advisors Best-in-State (2024)
Forbes 2024
America's Top Next-Gen Wealth Advisors (2024)
Forbes 2024
Forbes Best-In-State Wealth Advisors (2024)
Forbes 2024
*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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