Wealth Management Advisor
Sal joined Kluge Financial Group, LLC in January 2023 as a Wealth Management Advisor. He has been in the financial services profession for over 30 years, primarily helping individuals and business owners with tax preparation, accounting, and tax planning services. Sal became a financial advisor in 2002, currently holds his Series 6 and 63 licenses and is a Registered Representative with Cetera Financial Specialists, LLC as well as an Investment Advisor Representative with Cetera Investment Advisers.
Sal, being an AFSP Tax Preparer, is passionate about educating business owners and individuals about the ever changing and complicated tax code. This passion has helped him manage a very successful tax and accounting firm servicing over 2000 clients. He feels that tax planning is the cornerstone to building a successful financial plan.
Fluent in Italian, Sal currently lives in Somers, NY with his wife, Dorothy. When not working, he enjoys golfing, traveling the world, experiencing fine dining and spending time with their two kids, Michael and Caroline.