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Salim Boutagy | Financial Advisor

Profile img for Salim Boutagy, financial advisor at MONECO Advisors
Fairifeld, CT
Salim Boutagy
Financial Advisor
MONECO Advisors

Verified Identity

Important Disclosures

Specialties and Expertise

10
Cash Flow Analysis
Credit & Lending Needs
Debt Management
College Planning
Philanthropic Planning and Giving
High Net Worth Planning
Tax Minimization Investment Strategies
Retirement Income
Portfolio Construction
Alternative Investments

Clientele

7
New Investors
Retirees
Startup Employees
Corporate Executives
Partners at Law Firms
Surviving Spouses
High Net Worth Individuals

Credentials and Designations

1
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Certified Financial Planner™

Education

1
Fordham UniversityBS - FinanceYear Obtained: 2008
Quick Facts About Salim
Years of Experience:17 yearsMember since:2023

Services Provided

How I help my clients

Investment Management

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Estate Planning Strategies

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Insurance

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Financial Planning

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Pricing Models

Flat Fee
Hourly Fee
AUM

Proof of License

SEC Profile
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Fairifeld, CT
Salim Boutagy
Financial Advisor
MONECO Advisors
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