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Sal began his career in financial planning after serving as an educator for 15 years, teaching high school mathematics and computer courses. His passion for teaching helps him work with clients in a collaborative way, by educating them and answering their questions. With over 14 years of experience as a financial advisor he has helped many families reach their financial goals and overcome the financial obstacles of life. He received the CERTIFIED FINANCIAL PLANNER™ certification in 2008.

Areas Of Service

  • Retirement Planning
  • Investment Planning
  • Tax Planning
  • Estate Planning
  • Insurance Planning
  • Comprehensive Planning
  • Education Planning

Business Related Activities

Sal is a CERTIFIED FINANCIAL PLANNER professional, a designation awarded to experienced professionals who have completed a rigorous course of study and examination. A graduate of Texas State University, he earned his Bachelor of Science in Education degree with specializations in Mathematics and Computer Science. He also holds his life and health insurance licenses.

Sal is a member of the Financial Planning Association of San Antonio & South Texas (FPASA). He has also served on the board of the San Antonio Christian Chamber of Commerce and currently serves on the board of the New Braunfels Christian Business Men’s Connection.

Meet Sal

Sal and his wife Patty, have two daughters and currently live in New Braunfels, Texas. Sal enjoys all forms of exercising, mentoring other men, and is very active in his local community. He spends a lot of his free time with his parents and siblings.


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