Gayatri Srivastava

Gayatri’s dedication to supporting Presidio Group Wealth Management’s clients is evident in every aspect of her role as Senior Client Associate. With more than two decades of experience in banking and financial services, she plays an essential part in helping to ensure clients receive timely, attentive, and seamless support. From managing account maintenance and assisting with transfers and distributions to assisting with client inquiries and overseeing daily operations, Gayatri is a steady and dependable partner to both clients and advisors.

Before joining Presidio, Gayatri built her expertise at Bank of America, Merrill Lynch, Wells Fargo Advisors, and Osaic Wealth Inc. She has worked with a service approach grounded in diligence, collaboration, and a deep commitment to client care. Her extensive knowledge, experience, and diligence also help ensure the office maintains strong compliance with all regulatory and operational requirements.

A natural relationship-builder, Gayatri, thrives on supporting clients through every step of their financial journey. She brings passion, professionalism, and a client-first mindset to every interaction.

Gayatri lives in East Bay with her family and enjoys spending her free time exploring nature, traveling, and relaxing with friends—and her beloved dog Snoopy.