Brian Salcetti, AIF®, CIMA®

Bethesda, MD

Verified Identity

CEO, Managing Partner at

Sandbox Financial Partners

Years of Experience

21 years

Member Since

2023

Allow Me to Introduce Myself

Brian Salcetti, AIF®, CIMA® is the CEO, Managing Partner of Sandbox Financial Partners, a SEC registered firm managing $600 million in client assets and providing financial guidance as a "Fiduciary." Brian and Sandbox Financial continue to evolve as an independent wealth management and financial ...

Clientele

Business Owners

Wealthy Families

Tech Sales

Tech Employees

Women in Tech

Doctors

Corporate Executives

Businesswomen

High Net Worth Individuals

Software Engineers

Real Estate Agents

Retirees

Divorcees

Single Mothers

Partners at Law Firms

Inheritors

Surviving Spouses

Services Provided

Financial Planning

Retirement Planning

Investment Management

Business Retirement Solutions

Specialties and Expertise

Retirement Income

High Net Worth Planning

Business Ownership Strategies

Portfolio Construction

Cash Flow Analysis

Alternative Investments

Credentials and Designations

AIF®

Accredited Investment Fiduciary®

Click to learn more

CIMA®

Certified Investment Management Analyst®

Click to learn more

Pricing Models

Hourly RateAUM

Education

University of Pennsylvania

Certified Investment Management Analyst - Certification Program

Obtained in 2011

University of Delaware

BSBA, Finance & Management Information Systems

Obtained in 2003

Advisor Links

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Advisor Website

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Sandbox Financial Partners is a registered investment advisor. Information in this message is for the intended recipient[s] only. Please visit our website https://www.sandboxfp.com for important disclosures.

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