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Brian Salcetti, AIF®, CIMA® | Financial Advisor

Profile img for Brian Salcetti, financial advisor at Sandbox Financial Partners
Bethesda, MD
Brian Salcetti, AIF®, CIMA®
Financial Advisor
CEO, Managing Partner at
Sandbox Financial Partners

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Brian Salcetti, AIF®, CIMA® is the CEO, Managing Partner of Sandbox Financial Partners, a SEC registered firm managing $500 million in client assets and providing financial guidance as a "Fiduciary." Brian and Sandbox Financial continue to evolve as an independent wealth management and financial planning firm. In an industry dominated by large bank and brokerage firms with conflicts of interest, Sandbox stands apart working in their client's best interest. They continue to establish trust from their clients, working as a "Fiduciary", embracing technology and being transparent and reachable by their clients. Our dedicated team brings over 100 years of combined experience and expertise to provide you with unbiased and objective financial guidance. We have a highly credentialed team, including CFP, CFA, CIMA, AIF, CDFA certifications. Brian has been widely recognized as a leader in the financial services industry, being featured in various publications such as Forbes, Fortune, Bloomberg, Wall Street Journal, Washington Post, Bethesda Magazine, etc. We listen, communicate and take your financial success personally.
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Specialties and Expertise

6
Retirement Income
High Net Worth Planning
Business Ownership Strategies
Portfolio Construction
Cash Flow Analysis
Alternative Investments

Clientele

17
Business Owners
Wealthy Families
Tech Sales
Tech Employees
Women in Tech
Doctors
Corporate Executives
Businesswomen
High Net Worth Individuals
Software Engineers
Real Estate Agents
Retirees
Divorcees
Single Mothers
Partners at Law Firms
Inheritors
Surviving Spouses

Credentials and Designations

2
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Accredited Investment Fiduciary®

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Certified Investment Management Analyst®

Education

2
University of PennsylvaniaCertified Investment Management Analyst - Certification ProgramYear Obtained: 2011
University of DelawareBSBA, Finance & Management Information SystemsYear Obtained: 2003
Quick Facts About Brian
Years of Experience:21 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

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Retirement Planning

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Investment Management

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Business Retirement Solutions

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Pricing Models

Hourly Fee
AUM

Proof of License

SEC Profile
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Bethesda, MD
Brian Salcetti, AIF®, CIMA®
Financial Advisor
CEO, Managing Partner at
Sandbox Financial Partners
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Advisor Disclosure
Sandbox Financial Partners is a registered investment advisor. Information in this message is for the intended recipient[s] only. Please visit our website https://www.sandboxfp.com for important disclosures.