Our Team

Check Sal’s background here.

Sal’s financial planning leadership and acumen has been garnered over 25 years’ experience providing guidance to small business owners, corporate executives and professionals nearing retirement. With particular expertise in such areas as Wealth Accumulation, Asset Management, Estate and Retirement Planning and Business Succession Planning, Sal works hand-in-glove with his clients to help define their goals and understand and evaluate their needs. After presenting ways to help fulfill their financial objectives, he personally works with his clients on an ongoing basis to implement and monitor their planning.

In addition to working directly with his clients, Sal has been a guest lecturer covering financial planning and has appeared as a guest on television programs addressing a multitude of financial and investment management topics.

Acknowledged many times throughout his career, Sal was voted Best Financial Planner of South Jersey (2008-2009, The Philadelphia Inquirer) and has been recognized as a FIVE STAR Wealth Manager (2009 – 2015 Philadelphia Magazine).*

In addition to a BSBA in Finance from Drexel University, Sal has a Masters in Financial Services and maintains several industry accreditations, including CERTIFIED FINANCIAL PLANNER™ (CFP^®), Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), Life Underwriting Training Council Fellow (LUTCF).

He currently maintains his securities registrations and his life insurance, health insurance and annuity license in multiple states, including New Jersey, Pennsylvania, New York, Delaware, Maryland, Florida, Massachusetts and Texas.

When Sal isn’t working with clients, you can find him at home in Medford, New Jersey with his wife, Angela, and son, Luca.

* Recipients selected on the basis of client relationship and not the investment performance of the advisor. Past investment performance is not indicative of future results.