A.J. Salvetti III,
CFP®, CRPC® Managing PartnerA.J. is driven by a genuine desire for each client to have a positive experience, underpinned by confidence in the sound financial guidance and personalized service they receive. His strength lies in being an attentive listener, a quality that enables him to truly understand the unique needs, concerns, and goals of his clients.
Bringing over two decades of experience in the financial services industry, A.J. is a Certified Financial Planner® practitioner and a Chartered Retirement Planning Counselor. His extensive background includes nine years at Raymond James, nine years at Merrill Lynch as a Vice President, Investments, and a Portfolio Manager, and five years as a Financial Advisor and Vice President at Morgan Stanley. A.J. holds a bachelor’s degree in combined sciences from Santa Clara University.
A California native originally from Stockton, A.J. currently resides in Sacramento with his wife, Mindy, and their children, Bella, Lucy and Joey. In his leisure time, A.J. indulges in various interests, such as skiing, fly-fishing, golf, outdoor activities, playing guitar, cooking and savoring moments with close friends and family. A former member of his college golf team, A.J. has also played rugby, completed a marathon, and participated in several half-marathons. Notably, he accomplished the Tahoe Sierra Century Ride with his brother and business partner, Nick.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
