Brian Salcetti Email & Phone Number
Managing Partner and Wealth Advisor @ Arca Wealth
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Brian Salcetti Location
- Washington, DC, US
Brian Salcetti Work
- 2026 -now Managing Partner and Wealth Advisor @
- 2015 -2026 CEO, Managing Partner @
- 2013 -2015 Vice President @ Kaplan Financial Group & Kaplan Benefits Group, LLC
- 2007 -2013 VP, Regional Director @
- 2007 -2007 Regional Vice President @
- 2003 -2007 Institutional Services and Regional Sales Consultant @
Brian Salcetti Education
- The Wharton School
Certified Investment Management Analyst - Certification Program
2011-2011 - University of Delaware
BSBA (Finance & Management Information Systems)
1999-2003 - Landon School 1995-1999
Brian Salcetti Skills
- Private Wealth Management
- Financial Planning
- Family Wealth Management
- Retirement Planning
- Wealth Preservation Planning
- Investment Strategies
- Securities
- Alternative Investments
- Mutual Funds
- Financial Services
- Risk Management
- Asset Allocation
- Finance
- Financial Education
- Personal Investment Planning
- Estate Planning Strategies
- Financial Advisory
- Long Term Care Insurance
- Retirement
- Strategic Planning
- Training
- Project Management
- Microsoft Office
- Change Management
- Microsoft Excel
- Management
- Public Speaking
Brian Salcetti Summary
- Brian Salcetti, based in Washington, DC, US, is currently a Managing Partner and Wealth Advisor at Arca. Brian Salcetti brings experience from previous roles at Sandbox Financial Partners, LLC, Kaplan Financial Group & Kaplan Benefits Group, LLC, Ivy Investments and Claymore Securities. Brian Salcetti holds a 2011 - 2011 Certified Investment Management Analyst - Certification Program @ The Wharton School. With a robust skill set that includes Private Wealth Management, Financial Planning, Family Wealth Management, Retirement Planning, Wealth Preservation Planning and more. Brian Salcetti has 3 emails and 2 mobile phone numbers on RocketReach.
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