Sal is a vital member of our team and has been with BlueLake Wealth Advisors since inception in the summer of 2016. He has past experience working at large institutional firms and brings this knowledge and education to the clients at our firm. He specializes in retirement plan consulting, financial planning, and wealth management. Sal values developing deep client-advisor relationships and focuses his education, training, and experience on helping his clients. This approach allows him to view his clients' needs, wants, wishes, and overall relationship expectations comprehensively. Sal graduated from ITT Technical Institute, holds his FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) securities licences and his Life & Health Insurance Licenses.
Outside of the office, Sal and his wife, Natalie enjoy roaming around Chicago's West Loop, where they live with their two dogs, Wrigley & Harry. He also enjoys playing sports in Chicago social leagues, watching Soccer, attending Formula 1 races and traveling the world with Natalie. He is a Premium Member of the Art Institute of Chicago and is actively involved with the charitable organization Mercy Home for Boys and Girls.
Professional Experience
Company | Title | Location | Duration |
BlueLake Wealth Advisors, Inc. | Financial Advisor / Managing Partner | Burr Ridge, IL | July 2016 - Present |
UBS Financial Services Inc. | Business Development Specialist | Chicago, IL | March 2014 - July 2016 |
Morgan Stanley | Financial Advisor Associate Trainee | Chicago, IL | July 2013 - October 2013 |