July 22, 2015

POP013: How to Plan for the Wealth Accumulation Stage with Sal Alesia


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For 20 years Sal Alesia has assisted clients with their financial concerns from a legal and investment perspective. Sal began his career as an attorney for the Nassau County District Attorney’s Office. In 2004, Sal left the DA’s office to start his own law firm focused primarily on litigation, but soon thereafter shifted his focus to Trusts and Estate Planning. In 2007, Sal was provided the opportunity to be one of the pioneering members of a newly created team for J.P. Morgan’s Private Bank located on Long Island and service that community.

Over his 8 year tenure his office grew to 32 employees and approximately $2.4 Billion in assets. In 2015, Sal was approached with the opportunity to join Morgan Stanley’s Cypress Group, a 9 member team of financial professionals that includes a CPA, and 3 Certified Financial Planners (CFPs) with cumulatively over 100+ years of investment experience. Sal is currently a First Vice President and is responsible for working with clients to help develop various types of financial plans and facilitate retirement planning, college funding and estate planning strategies. Sal holds a Bachelor of Science degree in Political Science from Villanova University and a Juris Doctorate degree from Whittier School of Law. He currently resides in Plainview, Long Island with his wife Rebecca and son Charlie.

In this episode, we’ll cover:

  • How Sal left the DA’s office to start his own business
  • How to plan for the wealth accumulation stage
  • You may love your business partner but how do you feel about your partner’s spouse?
  • A common denominator with some of the most wealthy people in the world – real estate

The best places to find Sal Alesia:

 

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