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.