Challenging Traditional Approaches

About Mando:

Mando is a former aspiring pro football player turned Certified Financial Planner at Sallavanti Financial Services Co. He is dedicated to helping others achieve financial peace of mind. After facing a career-ending injury and the uncertainty brought on by the COVID pandemic, he found new purpose in financial planning, inspired by a pivotal conversation with his mentor, Timmy Lavelle. Despite a challenging start, his determination led him to learn from successful financial planners, expand his knowledge, and invest in a business coach. Today, at 25 years old, he has helped over 100 clients and manages millions of dollars, transforming his clients' financial lives and making financial freedom a reality for those he serves. As a financial planner, he focuses on conducting annual reviews, empowering clients to make informed financial decisions, developing simple yet effective financial plans, and holding clients accountable to their goals. His remarkable journey serves as a testament to his resilience, dedication, and passion for helping others achieve financial independence. He is originally from West Pittston, Pennsylvania, and is currently engaged to his fiancée, Mattia.

Check out this week's episode here:

In this weeks episode we learn all about how Mando gained valuable skills and business experience during his college years by reselling sneakers, where he learned about customer service, negotiation, and running a business. He also grew an Instagram account to almost 10,000 followers, which he now utilizes his previous social media skills to build his online presence for his financial planning practice.

Being A Young Guy In An Old Man's Game

Despite being a younger financial planner in an industry dominated by older professionals, Mando believes that experience should not be solely measured by years, as someone with a few years of experience can be more open-minded, ambitious, and willing to learn than someone with decades of experience. He emphasizes the importance of continuous learning and staying open to new ideas and strategies. Sometimes these older guys have lived the same year over and over again. Would you want a doctor who is set in their ways using medicine from 30 years ago?

Liquidity and Flexibility

Mando highlights the value of liquidity and flexibility in financial planning, challenging traditional approaches that prioritize maxing out retirement accounts or investing in permanent life insurance policies without considering short-term financial needs. He believes in tailoring financial plans to individual circumstances and goals. When it comes to retirement planning, Mando suggests starting as early as possible, but he also emphasizes the importance of considering personal circumstances and goals when determining the appropriate time to begin saving for retirement.

Contact Mando

Mando is always happy to learn how he can help solve your financial problems and help you plan for your future.

LinkedIn:

Email: [email protected]

Armando Sallavanti is a registered representative with and offers securities and investment advisory services through MML Investors Services, LLC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610-766-3000.

Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

This newsletter was established to provide people with information that will spark conversations with their trusted financial professionals, navigate use cases for different tax strategies, as well as to explore the expertise of industry leaders. If you are an inquisitive individual with an unquenchable thirst for finance, or you know someone who fits that description, be sure to subscribe and share this newsletter with them.

*This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.*