Seth Salomon
CERTIFIED FINANCIAL PLANNER™, MBA
- Role
- Wealth Consultant, Mba, Cfp at Salomon & Company
- Location
- Lexington, KY, US
- LinkedIn followers
- 500 followers
About Seth Salomon
With over 25 years of experience in finance and business operations, Seth plays a key…
Experience
Wealth Consultant, Mba, Cfp
Jul 2011 — Present · Lexington, KY, US
Based in Lexington, KY, Salomon & Company is a financial services organization, serving the strategic planning needs of families and small businesses for over 40 years. Salomon & Company excels in comprehensive wealth management, assisting families and businesses in growing and protecting their assets for the future. Whether you are looking to plan for retirement, children\'s education, or just ensure you are properly structuring your finances in a tax-efficient and professional manner, we can help create a framework that is specific to your needs.For businesses, our team can provide operational and financial growth strategies as well as ensure you are maximizing employee and executive benefits - protecting business assets in an effective manner and planning for life beyond the business. I encourage you to contact me with any questions or thoughts (s•••@salomonco.com, 85••••••12)- I am happy to better explain what I do and how I can be of help to you and/or your business. Finally, if you know of any colleagues, family, or friends that could potentially benefit from our services, I would greatly appreciate you passing along my information, trusting that I will go above and beyond to address their strategic planning needs.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
NYU Stern School of Business
MBA, Finance & Marketing
2005 — 2007
Emory University
BA, International Economics
1997 — 2001
New York University
Certificate of Financial Planning, Financial Planning and Services
2012
Skills
- Mergers & Acquisitions
- Entrepreneurship
- Venture Capital
- Strategic Financial Planning
- Strategy
- Succession Planning
- Finance
- Strategic Consulting
- Leadership
- Comprehensive Wealth Management
- Corporate Finance
- Wealth Management Services
- Social Media
- Financial Analysis
- Valuation
- Investments
- Financial Services
- Business Strategy
- Marketing
- Analysis
- Mergers
- Start-Ups
- Market Research
- Financial Planning
- Strategic Planning
- Small Business
- Business Development
- Program Management
- Wealth Management
- Financial Modeling
- Digital Strategy
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