Salvatore A. Veltri, CPA
Partner

Sal Veltri provides comprehensive investment consulting, estate planning, insurance reviews, and income tax planning services to wealthy families and individuals. He is a member of the Plante Moran Financial Advisors Investment Committee. Sal also has considerable experience in auditing and financial statement analysis for such areas as: manufacturing, fast food/retail, construction, risk management pools, service businesses and distributors.

Sal received his bachelor of science degree in accounting from DePaul University. He holds NASD Securities Licenses including Series 7, 63, and 65, and is insurance licensed in Illinois for Life and Health. His professional affiliations include the American Institute of Certified Public Accountants, the Illinois CPA Society (ICPAS), and is a registered representative for Valmark Securities Inc. His community involvement includes board advisor for Special Camp for Special Citizens and former board member for Housing Opportunities for Women.

Securities offered through Valmark Securities Inc., Member FINRA, SIPC, 130 Springside Dr, #300, Akron, OH 44333 (330) 579-1234. Plante Moran Insurance Agency and Plante Moran Financial Advisors are separate entities from Valmark Securities.