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Neal J. Solomon, Cfp®, Clu, Chfc, Casl is listed as Managing Director at WealthPro®, LLC – an accomplished financial professional with diverse experience and interests. at SFA Partners - The Strategic Financial Alliance, Inc. (Member FINRA/SIPC) (also known as "The SFA"), based in Saratoga Springs, New York, United States. AeroLeads shows a work email signal at wealth.us and a matched LinkedIn profile for Neal J. Solomon, Cfp®, Clu, Chfc, Casl.
Neal J. Solomon, Cfp®, Clu, Chfc, Casl previously worked as Managing Director and CCO - investment advisory and financial planning services offered through at Wealthpro®, Llc (Registered Investment Advisory) and Independent Branch Manager, Registered Principal, securities offered through at Sfa Partners - The Strategic Financial Alliance, Inc. (Member Finra/Sipc) (Also Known As "The Sfa"). Neal J. Solomon, Cfp®, Clu, Chfc, Casl holds Client Psychology Program from The Wharton School.
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AeroLeads found 2 current-domain work email signals for Neal J. Solomon, Cfp®, Clu, Chfc, Casl. Compare company email patterns before reaching out.
PLEASE NOTE – US Securities and Exchange Commission (“SEC”) regulations which apply to me as a financial and investment professional associated with a Registered Investment Advisor ("RIA") prohibit my use of endorsements and testimonials including LinkedIn “recommendations”. If you feel inclined to offer me a “LinkedIn Endorsement” or "LinkedIn Recommendation" related to my work in finance and investments, I thank you for the sentiment, but must request that you PLEASE DO NOT make the endorsement or offer a testimonial. Thank you.WealthCraft® Financial Planning and Investment Advisory services are offered through WealthPro®, LLC. Neal J. Solomon, CFP®, CLU, ChFC, CASL offers securities through The Strategic Financial Alliance, Inc. ("The SFA"), member FINRA/SIPC. (www.FINRA.org) (www.SIPC.org)WealthPro®, LLC and The SFA are separate and otherwise unaffiliated entities and each is responsible for its own business.We do not provide customer service or enable financial transactions through this site. Should any financial services client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. Investments in securities involve risk, including the potential loss of principal invested.Opinions expressed herein are those of the author and do not necessarily reflect the opinions or views of any organization with whom Mr. Solomon is, or has in the past been, associated with - including but not limited to; WealthPro, LLC, SFA Holdings, Inc., The Strategic Financial Alliance, Inc., Certified Financial Planner Board of Standards, Inc., Hearing Care Resources, LLC, The Financial Planning Association, their officers, directors, employees or associated persons.Specialties: CERTIFIED FINANCIAL PLANNER(TM), Professional Chartered Financial Consultant Chartered Life UnderwriterChartered Advisor for Senior Living“WealthPro®”, “WealthCraft®”, and WealthPro®, LLC’s graph climber logo, are each registered trademarks owned by WealthPro®, LLC.
Listed skills include Investments, Investment Advisory, Securities, Financial Advisory, and 25 others.
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Financial Planning and Investment Management Professional. Serving individuals, families, and organizations since 1983 and through WealthPro, LLC since its 2003 formation.www.Wealth.US
Atlanta, Ga, Us
SFA Partners provides shared services to a family of companies focused exclusively on empowering independent financial advisors. SFA Partners includes The Strategic Financial Alliance (SFA), member FINRA/SIPC, a broker-dealer and investment adviser; Strategic Blueprint, a registered investment adviser; and SFA Insurance Services. Our wide breadth of services enables us to support a variety of advisor business models. Parent company, SFA Holdings, Inc. is owned by advisors, employees, and individual investors.https://www.sfapartners.net/
Atlanta, Ga, Us
SFA Holdings, Inc. is the corporate parent and holding company of several other companies, each generally related to the financial services industry. The Strategic Financial Alliance, Inc. a broker/dealer member of FINRA and SIPC and an investment advisor registered with the US Securities and Exchange Commission is one of SFA Holding, Inc.'s companies.www.JoinTheSFA.com
Wilton, New York, Us
Hearing Care Resources, LLC is a multiple award winning audiology and hearing healthcare practice. Beginning with pre-formation planning through to the present day - I have provided a wide range of business, financial management, and systems development services. Hearing Care Resources mission is to provide high quality professional audiology services and technologies in a friendly, caring, and capable environment. This practice has experienced consistent business growth throughout while maintaining very high levels of patient satisfaction.www.Hearing.Pro
Denver, Colorado, Us
The Financial Planning Association is the largest professional membership organization for personal financial planning experts in the United States, with approximately 30,000 active members. FPA is the principal professional organization for Certified Financial Planner™ professionals, educators, financial services providers and students who seek to advance Financial Planning as a growing, dynamic profession. FPA members agree to adhere to the highest standards of professional competence, ethical conduct, and clear complete disclosure to those they serve.www.OneFPA.org
Expert Witness and Consultant to Attorneys and litigation support on matters related to Financial Planning, Investment Advisory Services, Securities, Insurance, and Ethics. Mr. Solomon accepts cases exclusively on an interest and availability basis.
As a Commissioner I will be reviewing and evaluating CFP Board’s competency requirements for Education, Examination, Experience and Continuing Education. The Commission will be validating current requirements for CFP® professionals and/or recommending changes for improvement to the standards for the profession.
The College for Financial Planning® ("CFFP") is a Kaplan Company and a unit of Graham Holdings Company (formerly The Washington Post Company), (NYSE:GHC). The College for Financial Planning® founded in 1972, is a respected leader in financial services education and accredited by the Higher Learning Commission. Education programs are offered in financial planning, asset management, wealth management and retirement planning including the CFP® certification program, professional designation programs, and Master of Science Degree in Personal Financial Planning and Master of Science Degree in Financial Analysis.
Washington, Dc, Us
The mission of Certified Financial Planner Board of Standards, Inc. (also known as "CFP Board") is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 83,000 individuals to use these marks in the U.S.www.CFP.net
The mission of the Journal of Financial Planning is to expand the body of knowledge of the financial planning profession. With monthly feature articles, interviews, columns, and peer-reviewed technical contributions, the Journal's content is dynamic, innovative, thought-provoking, and directly beneficial to financial planners in their work. First published in 1979, the Journal of Financial Planning is read by 53,000 financial planning professionals including the full membership of the Financial Planning Association, CFP® certificants, candidates for CFP certification, CPAs, ChFCs, CFAs and attorneys.www.OneFPA.org/Journal
The ICFP was a predecessor to todays Financial Planning Association (FPA) the membership organization for Certified Financial Planners (CFP Registrants). This work involved strategy and charting the course for the Institute and the profession.
Lead the local Society of the ICFP after previously serving on its Board and as the Government Relations Chair for New York State.
Quick answers generated from the profile data available on this page.
Neal J. Solomon, Cfp®, Clu, Chfc, Casl works for SFA Partners - The Strategic Financial Alliance, Inc. (Member FINRA/SIPC) (also known as "The SFA").
Neal J. Solomon, Cfp®, Clu, Chfc, Casl is listed as Managing Director at WealthPro®, LLC – an accomplished financial professional with diverse experience and interests. at SFA Partners - The Strategic Financial Alliance, Inc. (Member FINRA/SIPC) (also known as "The SFA").
AeroLeads has found 2 work email signals at @wealth.us for Neal J. Solomon, Cfp®, Clu, Chfc, Casl at SFA Partners - The Strategic Financial Alliance, Inc. (Member FINRA/SIPC) (also known as "The SFA").
Neal J. Solomon, Cfp®, Clu, Chfc, Casl is based in Saratoga Springs, New York, United States while working with SFA Partners - The Strategic Financial Alliance, Inc. (Member FINRA/SIPC) (also known as "The SFA").
Neal J. Solomon, Cfp®, Clu, Chfc, Casl has worked for Wealthpro®, Llc (Registered Investment Advisory), Sfa Partners - The Strategic Financial Alliance, Inc. (Member Finra/Sipc) (Also Known As "The Sfa"), Hearing Care Resources, Llc, Financial Planning Association (Fpa), and Neal J. Solomon, Cfp®, Clu, Chfc, Casl.
You can use AeroLeads to view verified contact signals for Neal J. Solomon, Cfp®, Clu, Chfc, Casl at SFA Partners - The Strategic Financial Alliance, Inc. (Member FINRA/SIPC) (also known as "The SFA"), including work email, phone, and LinkedIn data when available.
Neal J. Solomon, Cfp®, Clu, Chfc, Casl holds Client Psychology Program from The Wharton School.
Neal J. Solomon, Cfp®, Clu, Chfc, Casl is listed with skills including Investments, Investment Advisory, Securities, Financial Advisory, Insurance, Mutual Funds, Wealth Management, and Asset Management.
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