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Bio:
Sal Salvo
Education:
- Fairleigh Dickinson University
Specialization:
- Investment Strategies
- Family Wealth Counseling
- Estate Planning
- Financial and Retirement Planning
- Insurance Structuring
Business Experience:
- Co-founder, Principle and Senior Partner/Owner, Summit Financial Resources, Inc.
- Co-Founder of The Institute for Family Wealth Counseling, think thank for cutting-edge estate, wealth transfer, income tax, retirement, philanthropic,& asset protection strategies
- Co-author of high acclaimed book "Getting to the Heart of the Matter, A revolution in Estate Planning for Wealthy Families"
- Conducts seminars on topics including, "Zero Estate Tax Planning", and "family Wealth Preservation in the New Millennium"
- Former President, Board of Directors, Executive Association of New Jersey
- Sponsor, Family Business Forum, Institute of Entrepreneurial Studies, FDU
- Former President, Board of Trustees, Shepherds of Youth
- Planned Giving Committee, American Hearth Association
- Former Member, Board of Trustees, Columbus Hospital
- Board of Trustees, Catholic Education Foundation
- Guest Appearances including CNBC’s "Market Watch" and CNN’s "Take It Personally"
- Host, "From Success to Significance" WMTR 1250 and 1170 AM radio
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Map:
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