“An investment in knowledge pays the best interest.” – Benjamin Franklin

James Salerno is a Senior Financial Planner with nearly two decades of experience helping individuals, families, and business owners grow and preserve their wealth. A holder of multiple advanced designations, including CFP®, ChFC®, RICP®, AIF®, and CDFA®, James is passionate about providing exceptionally personalized service and empowering clients to make confident, informed decisions about their financial futures.

After earning his business degree from Hofstra University, James launched his career in financial services and has remained committed to staying ahead of industry trends through continuing education. Over the years, he has been affiliated with some of the largest financial institutions, including MetLife, MassMutual, and LPL Financial.

At Trivium Point Advisory, James delivers holistic wealth management strategies addressing the full spectrum of financial concerns, including investments, retirement, estate planning, life insurance, and family finances. He partners closely with clients, leveraging sophisticated analytical tools, the expertise of his specialized team members, and a broad range of investment and insurance strategies. While every definition of financial freedom is unique, James’s proactive approach ensures that his clients’ goals and priorities always come first.

Born and raised on Long Island, James enjoys traveling and spending quality time with his wife and son when he is not working.