Carlos Salmon, CFP®, CIMA®, CPWA®
Certified Financial Planner®
Certified Investment Management Analyst®
Certified Private Wealth Advisor®
My passion for developing deep relationships led me to the financial services industry in 2010.
Today, I oversee the financial affairs of seasoned business owners in the construction and manufacturing industries, medical professionals, and working professionals who receive equity as part of their total compensation.
I’m a first-generation American of Jamaican descent, married to a loving Greek wife, Eirini, and we’re blessed to have two wonderful boys, Nathaniel & Alexander. As a former NCAA Division-1 tennis player, I still love to play, and I also try to sneak in a round (or two) of golf whenever I can.
My Core Values
Κύρος ["Kyros" -- pronounced "key-ros"] is a Greek term used to describe strong core values.
I'm committed to my core values:
- Integrity
- Communication
- Transparency
- Trust
Relationship Focused
A personalized and holistic experience centered on you -- your values, passions, and priorities.
Fee Transparency
A transparent fee schedule that's simple and easy to understand.
Fiduciary
“Fiduci-what?" Simply put, I'm committed to ensuring your financial interests are safeguarded with integrity.
