SG
CFP
SG
CFP

Salvatore Guardino

13 Years of Experience
Milpitas, CA
Sells Insurance

Salvatore Guardino is a CFP-designated registered investment advisor at The Guardino Financial Group, based in Milpitas, CA, with 13 years of industry experience. Salvatore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Financial planning fees and fees for special investment or financial research projects generally range from $1,000.00 to $15,000.00, depending upon the level and scope of the professional planning and/or consulting services required, and are charged at the rate $175.00 per hour.

One-Time Plan:$1,000 - $15,000
Hourly Rate:$175/hr
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Location

1313 N. Milpitas Blvd., Suite 130, Milpitas, CA, 95035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Salvatore is a mortgage broker with C2 Financial Corporation and an agency producer with Farmers Insurance Group. Neither activity is investment-related.

Employment History
Current Registrations
The Guardino Financial Group
January 2013 - Present · 13 yrs 4 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.