AIFCIMA®

    Brian Salcetti

    CEO, Managing Partner

    Sandbox Financial Partners
    Bethesda, Maryland21 years experienceNo minimum minimum

    About Brian

    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 ...

    Areas of focus

    Financial PlanningRetirement PlanningInvestment ManagementPortfolio ConstructionCash Flow AnalysisAlternative Investments

    Credentials & background

    Designations

    AIFCIMA®

    Licenses

    Series 65Series 66Series 63SIESeries 7

    Education

    Certified Investment Management Analyst - Certification Program University of Pennsylvania (2011); BSBA, Finance & Management Information Systems University of Delaware (2003)

    Clients served

    Business OwnersWealthy FamiliesTech SalesTech EmployeesWomen in TechDoctorsCorporate ExecutivesBusinesswomenHigh Net Worth IndividualsSoftware EngineersReal Estate AgentsRetireesDivorceesSingle MothersPartners at Law FirmsInheritorsSurviving Spouses

    Registered in

    Maryland, Texas

    The firm

    Sandbox Financial Partners