Krysta Dos Santos, CFP, is Head of Financial Planning at GenTrust. Krysta works to understand each client’s financial situation and then designs a customized plan to help them attain those targets they wish to achieve. She has a holistic approach that takes into consideration a variety of wealth management topics such as estate planning, tax strategies, philanthropic giving, risk mitigation, cash flow management, education funding and family legacy planning.
Prior to joining GenTrust, Krysta was a Relationship Executive at Vanguard, where she spent 10 years supporting clients with $25 million in investable assets. During this time, she worked with hundreds of wealthy families and developed a deep understanding of the unique needs of ultra-high-net-worth investors.
Krysta graduated from Fairfield University with a Bachelor of Arts in English Literature. She obtained a master’s in business administration from Arizona State University, W.P. Carey School of Business. She also holds the Certified Financial Planner (CFP) designation.
Phone: 305-677-6688 | Email: info@gentrustwm.com | Website: gentrustwm.com
LinkedIn: www.linkedin.com/company/gentrust-llc
