Sal DiLeo, CFP®, RICP®, CASL®, ChFC®, CLU®
Financial Planner, Registered Representative
Salvatore DiLeo has provided expert financial advice and superior financial service to his clients for more than 40 years. He has a deep desire to help others achieve their goals, including retirement income security, through a process of education and objective guidance.
In all things, Sal holds himself to the highest level of integrity and excellence—from the client experience to communications to his commitment to continuing professional education. Sal believes that learning never stops—new tools, new technologies, and specialized credentials allow Sal to refine his expertise and provide clients with the best guidance possible. As a result, he has completed educational programs to attain these designations: CERTIFIED FINANCIAL PLANNER™ practitioner, RICP® Retirement Income Certified Professional®, CASL® Chartered Advisor for Senior Living®, ChFC® Chartered Financial Consultant®, and CLU® Chartered Life Underwriter®. Sal is also a life member of the prestigious MetLife Hall of Fame.
The relationships Sal builds with clients bring him great satisfaction and frequently span multiple generations. He is fascinated by history and sincerely enjoys hearing the stories that make each person’s life unique. A fantastic listener and great storyteller himself, Sal can make complex financial topics understandable—and memorable—so that clients can move forward with confidence.
Sal has shared his expertise on numerous occasions through public and business- sponsored retirement events and, in the community, he actively works with non-profit organizations. Sal enjoys garden landscape design, tennis, fishing, photography, travel, and adventure travel outside the office. Sal loves to spend time with his family, especially his grandchildren, making great memories through shared experiences, like the family travel adventure to Magdalena Bay, Mexico, which included the opportunity to pet whales. Sal makes his home in historic Smithtown, New York.