Sal
Marino

AWMA™, CFP®, CMFC™

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Sal Marino

Here to act in your best interests

About me

I enjoy helping my clients build a financial roadmap to protect and grow their wealth. I’ve been in financial services for more than two decades and counting, bringing my skills as an experienced financial planner to the table to help them reach the goals they’ve worked so hard to achieve. Outside of work, you’ll find me spending time outdoors with my wife and children or exercising to stay healthy.

Certifications

Accredited Wealth Management Advisor™

CERTIFIED FINANCIAL PLANNER™

Chartered Mutual Fund Counselor™

Education

Bachelor of Science, Thomas Edison State University

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Visit one of our Locations

New York IV - Red Bank

328 Newman Springs Road
Suite #1
Red Bank, NJ 07701

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New York V - Short Hills

51 John F Kennedy Parkway
Suite 270
Short Hills, NJ 07078

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New York VI - Staten Island

406 Forest Avenue

Staten Island, NY 10301

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health