Salvatore “Sal” Schittino, a CERTIFIED FINANCIAL PLANNER™ professional, enjoys working closely with clients in his role as director of wealth management services at The Kelton Financial Group. He administers all aspects of investment and advisory accounts on behalf of clients, from preparing and processing all necessary paperwork to making security recommendations and modifying asset allocations based on clients’ financial goals. He also monitors accounts and portfolio performance; discusses tax consequences, costs and fees with clients; and offers general guidance related to investment accounts. Sal holds his Series 7 and 66 licenses, as well as his New York life, accident and health insurance license.
Sal has a master’s in business administration from The College of Saint Rose. He earned his bachelor’s degree in business administration, finance and marketing from the University of Albany-SUNY, after graduating from Christian Brothers Academy. Sal enjoys spending time with his wife, Stephanie, and daughters, Olivia and Julianna. He is a devoted fan of the Dallas Cowboys, the Florida Gators and the New York Yankees.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.