Meet Haldo, Our Director of Operations
Haldo serves as our Director of Operations, helping to power the exceptional service and seamless experience our clients value. With a career in the financial services industry spanning more than a decade, Haldo plays an important role in strengthening the firm’s operations, supporting our team, and helping ensure that every aspect of the client experience reflects the high standards of Relevant Wealth.
Before joining Relevant Wealth, Haldo built his experience at Citi Private Bank and IEQ Capital, where he developed a strong foundation in wealth management operations and client support. His thoughtful, solutions-oriented approach and commitment to excellence make him a valuable part of the Relevant Wealth team.
Haldo earned his B.S. in Business Administration and Accounting from the University of Southern California. Haldo lives in San Francisco and enjoys playing competitive basketball in his free time.