Salim Boutagy
Fairifeld, CT
Verified Identity
MONECO Advisors
Years of Experience
17 years
Member Since
2023
Clientele
New Investors
Retirees
Startup Employees
Corporate Executives
Partners at Law Firms
Surviving Spouses
High Net Worth Individuals
Services Provided
Investment Management
Estate Planning Strategies
Insurance
Financial Planning
Specialties and Expertise
Cash Flow Analysis
Credit & Lending Needs
Debt Management
College Planning
Philanthropic Planning and Giving
High Net Worth Planning
Tax Minimization Inv...
Retirement Income
Portfolio Construction
Alternative Investments
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Flat FeeHourly RateAUM
Education
Fordham University
BS - Finance
Obtained in 2008
Disclosures and Proof of License
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Profile Last Updated: July 31, 2026