Mark Salerno, CFP
Financial Planning Manager
Before joining WealthEdge in 2015, Mark founded and ran an independent financial planning and investment advisory firm starting in 2000.
With over 30 years in financial services, he delivers comprehensive solutions to corporate executives, professionals, closely held business owners, and high-net-worth individuals and families by integrating investment, estate, retirement, insurance, employee benefits, and tax planning.
A 1983 Syracuse University graduate in Finance and Marketing, Mark’s experience at Morgan Guaranty Trust Company, Bear Stearns, and Mass Mutual Life Insurance Company reinforced his commitment to comprehensive wealth management.
He holds the CFP and CLTC designations and is licensed in life, health, disability, long-term care, and Medicare supplement insurance.
