Salvatore Picciallo

Founder & CEO at MetaParadigm Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder & CEO
      • Jan 2021 - Present

      MetaParadigm Wealth Management helps clients find confidence when it comes to making sure their spouse, children and grandchildren are financially taken care of. Salvatore Picciallo, Founder of MetaParadigm Wealth, understands firsthand how going through health scares with your family puts things into perspective. In 2016, Sal's daughter’s health required his family to radically change the way they approached financial planning. Witnessing her progress firsthand led to the creation of the MetaParadigm way of thinking. He began to invest in the specific companies and sectors positioned to improve his daughter's life. To learn more about MetaParadigm Wealth Management, visit https://metaparadigmwealth.com/ -- Securities offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Advisory services offered through Strategic Blueprint LLC. Salvatore Picciallo is a Registered Representative of SFA and an Investment Adviser Representative [or Advisory Representative] of Strategic Blueprint. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with MetaParadigm Wealth Management. Supervisory office (678) 954-4000.

    • United States
    • Financial Services
    • 700 & Above Employee
    • J.P. Morgan Private Client Advisor
      • Dec 2010 - Oct 2020
    • United States
    • Financial Services
    • 700 & Above Employee
    • Chartered Retirement Plans Specialist
      • Feb 2009 - Dec 2010

      Working independently on Plan conversion and design for business owners in the Tri-State area. Working independently on Plan conversion and design for business owners in the Tri-State area.

    • Chartered Retirement Plans Specialist
      • Sep 2008 - Jan 2009

      Built a book of business primarily focused on designing and implementing profit sharing for business owners in the Tri-State Area Built strong client base through network and seminar marketing. Ensured client retention by providing strategic investment recommendations based on evaluation of analyst reports. Employed highly successful investment techniques in complex option hedging strategies and trading scenarios including fixed income, equities, structured products and alternative investments.

    • Chartered Retirement Plans Specialist
      • Sep 2005 - Aug 2008

      Through responsible client management, built a solid record of achievement. Served as key team member, advisor and fiduciary for investment management and private banking. Established and maintained strong relationships with small to medium-sized business owners to drive asset/revenue growth. Through responsible client management, built a solid record of achievement. Served as key team member, advisor and fiduciary for investment management and private banking. Established and maintained strong relationships with small to medium-sized business owners to drive asset/revenue growth.

    • Loan Consultant [Private Banking
      • Jul 2002 - Jun 2006

      Managed relationship banking team, ensuring production of revenue levels and territory profitability. Led team in investment product sales and delivery of customer relationship management techniques. Corroborated with clients to assess individual financial situations and develop workable strategic financial planning solutions. Managed relationship banking team, ensuring production of revenue levels and territory profitability. Led team in investment product sales and delivery of customer relationship management techniques. Corroborated with clients to assess individual financial situations and develop workable strategic financial planning solutions.

Education

  • Boston College
    BA, Communication
    1998 - 2002

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