Carlos Salmon, CFP®, CExP, CIMA®, CPWA®
Wooster Square Advisor, LLC
New Haven,
Connecticut
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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