Carlos Salmon, CFP®,CExP™,CIMA®,CPWA®

Carlos Salmon brings an extensive background in comprehensive wealth coordination and financial planning. He provides his clients with strategic, forward-thinking financial plans encompassing wealth accumulation, preservation, and intergenerational wealth transfer, helping ensure financial well-being and a lasting legacy.  As a Certified Exit Planner (CExP), Carlos is known for his passion for guiding business owners through one of the most critical financial events of their lives: exiting their business.