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MEMBER PROFILE

 

Carlos Salmon, CFP®, CExP, CIMA®, CPWA®

Wooster Square Advisor, LLC

 

Member profile details

Membership level
Connecticut - Hartford Emerging Professional - Original
First name
Carlos
Last name
Salmon, CFP®, CExP, CIMA®, CPWA®
Title
Partner - Wealth Management
Company
Wooster Square Advisor, LLC
 

XPX ROLE

Leadership Role
Programming
 

CONTACT INFORMATION

City
New Haven
State
Connecticut
 

PROFILE INFORMATION

Call me when
Seasoned Private Wealth Manager helping owners plan for the single most critically important financial event of their lives.
Why I'm a member of XPX
Seasoned Private Wealth Manager with deep expertise in helping Business Owners identify and solve the issues of gaps, overlaps, roadblocks, and hurdles before they become problems.
Profession
  • Consultant
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Employee benefits
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Management succession
  • Retirement
  • Risk management
  • Strategic planning
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Wholesale/Distribution
Professional Certification(s)
CFP, CExP, CIMA, CPWA
Transition Planning Certification or Methodology
Certified Exit Planner, Certified Business Exit Consultant® Training Program
In Business Since
2010
How to contact
(c) 213.268.9495 | (e) carlos@WoosterSquareAdvisors.com
Business Focus
Providing comprehensive wealth management advice, guidance, and support to business owners.
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