Senior Financial Planner
“An investment in knowledge pays the best interest.” – Benjamin Franklin
James Salerno is a Senior Financial Planner with CFP®, ChFC®, RICP®, AIF®, and CDFA® designations. James is passionate about delivering exceptionally personalized service to his clients as they navigate the complexities involved in planning to grow and preserve their wealth. He strives to educate individuals, families, and business owners, empowering them to make knowledgeable decisions for their futures.
James has been involved with the financial services industry since shortly after earning his business degree from Hofstra University. He has made it a point to stay on top of industry trends, changes and advancements through continuing education and financial designations – setting himself apart from other advisors. With over a decade of experience, James has been affiliated with some of the largest financial institutions, including MetLife, Mass Mutual and LPL Financial.
At Trivium Point Advisory, James provides holistic wealth management services that address the full spectrum of his client’s financial concerns, including investments, life insurance, family finances, retirement, and estate planning. James works closely with each client, utilizing sophisticated analytical tools, support from his specialized team members and a wide range of investment vehicles and insurance products to develop customized strategies. While everyone’s definition of financial freedom is different, Jame’s proactive approach always puts his client’s needs and goals at the forefront of his professional recommendations.
James was born and raised on Long Island. When he is not working, he enjoys traveling and spending quality time with his wife and son.
RICP conferred by The American College.