Sal Guardino, CFP®
Sal is a Certified Financial Planner™ practitioner and Mortgage Broker who holds a MBA from Santa Clara University. He has worked as a Loan Consultant since 1989 and after noticing a great need for reducing financial stress because of uncertainty in financial planning (particularly retirement planning) he has offered his clients planning and insurance services since 2013.
Sal is his clients' complete financial advisor with licenses and experience in Mortgages, Real Estate, Insurance (Life, Homeowner, Auto, and Annuity insurance products) and retirement planning. Sal has a CFP® Practitioner License, California Real Estate Broker License, California Life & Health Insurance License, California Property & Casualty Insurance License, is a Registered Investment Advisor with the State of California, and has a National Mortgage License (NMLS). His current office is located in Milpitas, CA.