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

Salim P. Boutagy, CFP®

CPWA®

Financial Advisor

Congress Wealth Management

8 Wright Street
Westport, CT 06880
(203) 557-6429 CONNECT WITH Salim
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General

Salim Boutagy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Congress Wealth Management in Westport, CT and the surrounding communities.

Financial Advisor Experience

See my bio on our website! https://www.congresswealth.com/our-firm/team-members/salim-boutagy/

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Irregular Income, Insurance, Retirement, Stocks & Bonds, Long-term Care, Personal Taxes

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