Marco Salerno
Marco Salerno - Wealth Advisor in Burlingame, California
A resident of Burlingame, California, Marco Salerno served in the US Navy for 5 years, beginning in 2005. In 2012, Marco Salerno began his career in wealth management. Today, he is an executive with Morgan Stanley.
As senior vice president and executive services director with the financial services firm, Mr. Salerno works with high-net-worth senior executives and entrepreneurs, providing them with personalized wealth advising. His clients receive help with personal financial planning, philanthropic and gifting strategies, and retirement planning, as well as more complicated matters like 10b5-1 plans, estate and wealth transfer planning strategies, and coordination with external tax and legal advisors. His expertise also includes restricted and concentrated stock strategies, pre- and post-liquidity event planning, and tax minimization and optimization strategies.
Mr. Salerno holds a bachelor’s degree in finance from San Francisco State University, in addition to Certified Financial Planner (CFP) and Certified Private Wealth Advisor (CPWA) designations. He earned the CFP through the Certified Financial Planner Board of Standards, and he earned the CPWA from the Investment & Wealth Institute and Yale School of Management. His other accomplishments include being named on the Forbes Best-in-State Wealth Management Team for 2023-2024 and Forbes Top Next-Gen Wealth Advisor CFP CPWA for 2022-2024.
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Burlingame, CA US