Salim P. Boutagy,  CFP<sup>&reg;</sup> - Financial Advisor

Salim P. Boutagy, CFP®

CPWA®

Partner, Private Wealth Advisor

MONECO Advisors

2150 Post Road, Suite 201
Fairfield, CT 06824
FINANCIAL ADVISOR'S WEBSITE
(203) 319-3550 CONNECT WITH Salim
  • linkedin link

General

Salim Boutagy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MONECO Advisors in Fairfield, CT and the surrounding communities.

Financial Advisor Experience

See my bio on our website! https://www.monecoadvisors.com/team/salim-boutagy-cfp-cpwa

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CT
  • Health/disability insurance: CT
  • Fixed annuities: CT

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Personal Taxes

More

Helpful Financial Planning Resources