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Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford

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

Wooster Square Advisor, LLC

New Haven, Connecticut
About
Company name
Wooster Square Advisor, LLC
Business title
Partner - Wealth Management
Contact
How to contact
(c) 213.268.9495 | (e) carlos@WoosterSquareAdvisors.com
Professional Profile

Call Me When

Seasoned Private Wealth Manager helping owners plan for the single most critically important financial event of their lives.

Professions

Consultant
Wealth Manager

Functional Expertise

Charitable giving
Employee benefits
ESOPs
Estate planning
Family business
Investments
Management succession
Retirement
Risk management
Strategic planning
Trusts
Exit/Transition Planning

Business Focus

Providing comprehensive wealth management advice, guidance, and support to business owners.

Professional Certification

CFP, CExP, CIMA, CPWA

Transition Planning Certification or Methodology

Certified Exit Planner, Certified Business Exit Consultant® Training Program

Client Industries

Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Wholesale/Distribution
Chapter information

Membership

Connecticut - Hartford Emerging Professional - Original

Member since

Member for 5 years

Chapter Leadership Role

Programming

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.
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Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
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