This week on Margaritas with Marguerita — Meet Amy Salo, CFP®, Managing Partner, Forest Hills Financial Group
Recording July 17, 3pm • Live July 21
A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend learning from industry experts how to flex our financial muscles.
Meet our guest: Amy Salo, CFP®, CAP®, CExP™ — Managing Partner, Forest Hills Financial Group
Today’s Topic: Dear female advisors — Here’s your opportunity to find the next chapter in your career
About our guest: Amy Salo is a Managing Partner with Forest Hills Financial Group (FHFG) who is passionate about the financial services industry, the people she serves, and the potential for her team of advisors and clients to ensure the next generation lives better than the last. Amy’s vision is to propel economic mobility in our communities through a culture that attracts, develops, and retains advisors, staff, and agency leadership who believe we can do better as an industry.
Amy’s personal practice focuses on comprehensive protection, savings, and investment planning for both the accumulation and retirement phases of a client’s journey. She specializes in working with clients who have lost a loved one and want a trusted advisor to help with day-to-day financial decisions.
Amy is a director on the Fonseca board, a member of the government affairs committee, and co-chair of the retirement and holistic planning working group. She also serves as a member of the Field Advisory Board Leadership Development Committee with Guardian. Amy grew up in Sudbury, Ontario, Canada, and graduated from the Hartt School of Music at the University of Hartford with her BMus and the Eastman School of Music at the University of Rochester with her MM. She has completed her CFP® and CAP® designations with the American College and her CExP™ designation with the Business Enterprise Institute. Amy joined Guardian early in 2008, developing from Field Representative, Managing Director, and Principal Director (building a scratch agency in Albany, NY) to General Agent.
Now partnered with the team at FHFG, Amy embraces her role as an educator and mentor and strives to build strategic alliances that, both personally and professionally, bring out the greater good in people.
Click here to learn more about Amy’s company: fhfg.com
Note: Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 Broad Hollow Rd., Suite 405, Melville, NY 11747. (631) 589-5400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. CA License# 0L64608. 2021-114169 Exp.1/23
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