Neal J. Solomon, Cfp®, Clu, Chfc, Casl

Neal J. Solomon, Cfp®, Clu, Chfc, Casl Email and Phone Number

Managing Director at WealthPro®, LLC – an accomplished financial professional with diverse experience and interests. @ SFA Partners - The Strategic Financial Alliance, Inc. (Member FINRA/SIPC) (also known as "The SFA")
Neal J. Solomon, Cfp®, Clu, Chfc, Casl's Location
Saratoga Springs, New York, United States, United States
Neal J. Solomon, Cfp®, Clu, Chfc, Casl's Contact Details

Neal J. Solomon, Cfp®, Clu, Chfc, Casl personal email

About Neal J. Solomon, Cfp®, Clu, Chfc, Casl

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.

Neal J. Solomon, Cfp®, Clu, Chfc, Casl's Current Company Details
SFA Partners - The Strategic Financial Alliance, Inc. (Member FINRA/SIPC) (also known as

Sfa Partners - The Strategic Financial Alliance, Inc. (Member Finra/Sipc) (Also Known As "The Sfa")

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Managing Director at WealthPro®, LLC – an accomplished financial professional with diverse experience and interests.
Neal J. Solomon, Cfp®, Clu, Chfc, Casl Work Experience Details
  • Wealthpro®, Llc (Registered Investment Advisory)
    Managing Director And Cco - Investment Advisory And Financial Planning Services Offered Through
    Wealthpro®, Llc (Registered Investment Advisory) Jun 2003 - Present
    Financial Planning and Investment Management Professional. Serving individuals, families, and organizations since 1983 and through WealthPro, LLC since its 2003 formation.www.Wealth.US
  • Sfa Partners - The Strategic Financial Alliance, Inc. (Member Finra/Sipc) (Also Known As
    Independent Branch Manager, Registered Principal, Securities Offered Through
    Sfa Partners - The Strategic Financial Alliance, Inc. (Member Finra/Sipc) (Also Known As "The Sfa") Jan 2005 - Present
    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/
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  • Sfa Partners - The Strategic Financial Alliance, Inc. (Member Finra/Sipc) (Also Known As
    Director, Member Board Of Directors - Sfa Holdings, Inc.
    Sfa Partners - The Strategic Financial Alliance, Inc. (Member Finra/Sipc) (Also Known As "The Sfa") Nov 2007 - May 2015
    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
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  • Hearing Care Resources, Llc
    Chief Financial Officer
    Hearing Care Resources, Llc Jul 2009 - Present
    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
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  • Financial Planning Association (Fpa)
    Active Professional Member
    Financial Planning Association (Fpa) 1987 - Present
    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
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  • Neal J. Solomon, Cfp®, Clu, Chfc, Casl
    Expert Witness And Consultant
    Neal J. Solomon, Cfp®, Clu, Chfc, Casl Jan 1999 - Present
    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.
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  • Solostorm Enterprises (Sm)
    Thought Leader
    Solostorm Enterprises (Sm) Jul 1983 - Present
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  • Certified Financial Planner Board Of Standards, Inc. (
    Commission Member - Cfp Board Competency Standards Commission
    Certified Financial Planner Board Of Standards, Inc. ("Cfp Board") Feb 2023 - Nov 2024
    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®
    Director - Member Of Corporate Board Of Directors
    The College For Financial Planning® Oct 2021 - Feb 2024
    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.
  • Certified Financial Planner Board Of Standards, Inc. (
    Director - Member Board Of Directors
    Certified Financial Planner Board Of Standards, Inc. ("Cfp Board") Jan 2015 - Dec 2018
    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
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  • Nacd (National Association Of Corporate Directors)
    Member
    Nacd (National Association Of Corporate Directors) Jan 2016 - Feb 2017
    Arlington, Va, Us
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  • The Journal Of Financial Planning
    Editorial Review Board - Member
    The Journal Of Financial Planning Jul 2001 - Dec 2014
    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
  • Lincoln Investment Planning, Inc.
    Registered Principal
    Lincoln Investment Planning, Inc. Mar 1988 - Dec 2004
    Fort Washington, Pa, Us
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  • Institute Of Certified Financial Planners (Icfp)
    National Committee Member With Board Of Directors
    Institute Of Certified Financial Planners (Icfp) Jan 1992 - Dec 1992
    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.
  • Greater Capital Region Society Of The Institute Of Certified Financial Planners (Icfp)
    President And Chair
    Greater Capital Region Society Of The Institute Of Certified Financial Planners (Icfp) Jan 1991 - Dec 1991
    Lead the local Society of the ICFP after previously serving on its Board and as the Government Relations Chair for New York State.

Neal J. Solomon, Cfp®, Clu, Chfc, Casl Skills

Investments Investment Advisory Securities Financial Advisory Insurance Mutual Funds Wealth Management Asset Management Retirement Retirement Planning Estate Planning Portfolio Management 401k Wealth Investment Strategies Alternative Investments Asset Allocation Risk Management Pensions Small Business Employee Benefits Business Strategy Public Speaking Financial Planning Annuities Long Term Care Financial Management Corporate Governance Board Of Directors Strategy

Neal J. Solomon, Cfp®, Clu, Chfc, Casl Education Details

  • The Wharton School
    The Wharton School
    Client Psychology Program
  • The American College Of Financial Services
    The American College Of Financial Services
    Taxation
  • College For Financial Planning
    College For Financial Planning
    Taxation
  • The American College Of Financial Services
    The American College Of Financial Services
    Taxation
  • The American College Of Financial Services
    The American College Of Financial Services
    Chartered Advisor For Senior Living
  • State University Of New York College At Potsdam
    State University Of New York College At Potsdam
    Liberal Arts

Frequently Asked Questions about Neal J. Solomon, Cfp®, Clu, Chfc, Casl

What company does Neal J. Solomon, Cfp®, Clu, Chfc, Casl work for?

Neal J. Solomon, Cfp®, Clu, Chfc, Casl works for Sfa Partners - The Strategic Financial Alliance, Inc. (Member Finra/sipc) (Also Known As "the Sfa")

What is Neal J. Solomon, Cfp®, Clu, Chfc, Casl's role at the current company?

Neal J. Solomon, Cfp®, Clu, Chfc, Casl's current role is Managing Director at WealthPro®, LLC – an accomplished financial professional with diverse experience and interests..

What is Neal J. Solomon, Cfp®, Clu, Chfc, Casl's email address?

Neal J. Solomon, Cfp®, Clu, Chfc, Casl's email address is ne****@****alth.us

What schools did Neal J. Solomon, Cfp®, Clu, Chfc, Casl attend?

Neal J. Solomon, Cfp®, Clu, Chfc, Casl attended The Wharton School, The American College Of Financial Services, College For Financial Planning, The American College Of Financial Services, The American College Of Financial Services, State University Of New York College At Potsdam.

What are some of Neal J. Solomon, Cfp®, Clu, Chfc, Casl's interests?

Neal J. Solomon, Cfp®, Clu, Chfc, Casl has interest in Politics, Education, Ethics, Environment, Science And Technology, Investment Advisory Services, Insurance, Securities, Arts And Culture.

What skills is Neal J. Solomon, Cfp®, Clu, Chfc, Casl known for?

Neal J. Solomon, Cfp®, Clu, Chfc, Casl has skills like Investments, Investment Advisory, Securities, Financial Advisory, Insurance, Mutual Funds, Wealth Management, Asset Management, Retirement, Retirement Planning, Estate Planning, Portfolio Management.

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