Carlos Salmon, CFP<sup>&reg;</sup> - Financial Advisor

Carlos Salmon, CFP®

CExP CIMA CPWA

Partner | Wealth Manager

Wooster Square Advisors

470 James St, Ste 7
New Haven, CT 06513-3175
FINANCIAL ADVISOR'S WEBSITE
(860) 507-9173 CONNECT WITH Carlos
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General

Carlos Salmon is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Wooster Square Advisors in New Haven, CT and the surrounding communities.

Financial Advisor Overview

I work with physicians, business owners, and high-earning professionals who are approaching important financial decisions, particularly in the years leading up to retirement or business transition. My practice is planning-first and strategy-driven. Every engagement begins with comprehensive financial planning that integrates retirement income design, tax strategy, investment structure, and estate coordination into one cohesive framework, and when appropriate, business succession planning is incorporated early in the process. I act as a fiduciary when providing financial planning services, meaning I am legally obligated to place my clients’ interests first. While compensation may include both fee-based and commission structures depending on the solution implemented, recommendations are guided by the planning process and the client’s objectives, not by product selection. Physicians often face high income combined with complex tax exposure and partnership arrangements, while business owners preparing for transition must address valuation, liquidity, income replacement, and legacy planning decisions well before an event occurs. My role is to bring clarity, structure, and alignment to these moving parts so clients can move forward with confidence. Investment management supports the plan, not the other way around.

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Financial Advisor Experience

My advisory experience reflects a consistent focus on complex financial structures and coordinated planning. I have worked with physicians managing partnership equity and deferred compensation arrangements, business owners preparing for succession or liquidity events, and professionals overseeing concentrated positions and multi-entity income streams. These situations frequently require collaboration with tax professionals, attorneys, and other advisors to ensure long-term strategy remains aligned. This exposure has shaped a disciplined approach that integrates tax efficiency, retirement income strategy, and investment oversight into one coordinated framework. As a Certified Exit Planner™, I assist business owners in preparing for transition well before a transaction occurs. My additional credentials — Certified Financial Planner™, Certified Private Wealth Advisor®, and Certified Investment Management Analyst® — reflect a commitment to advanced technical competency and fiduciary responsibility. I also serve in a leadership role with the Financial Planning Association of Connecticut, contributing to professional development initiatives within the planning community. My background combines institutional training with practical exposure to entrepreneurial environments, reinforcing a structured yet adaptable advisory approach.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst (CIMA®)
  • Other - CExP

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

Securities are offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Irregular Income, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Personal Taxes

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