Salvatore Ponzo Jr., CRPC

Forbes Best-In-State Wealth Advisor for years 2022, 2023, & 2024. With over 25 years of experience in the financial services industry, Sal Ponzo is a distinguished financial advisor known for his unwavering commitment to client-centric service and innovative financial strategies. Recognized by Forbes as one of the Best-In-State Wealth Advisors for three consecutive years, he has built a reputation for excellence, integrity, and results-driven guidance. As a Chartered Retirement Planning Counselor (CRPC®), Sal specializes in helping individuals and families navigate the complexities of retirement planning. His approach is deeply personalized rooted in a thorough understanding of each client’s unique financial landscape and long-term goals. This helps enable him to craft tailored strategies that are designed to preserve wealth and also foster growth and financial confidence. Beyond his professional achievements, Sal is a dedicated community advocate. He actively supports local charities and educational initiatives, reflecting his belief in the power of giving back. His family-focused values extend into his practice, where he builds long-lasting relationships with clients, treating them as an extension of his own family. Sal continues to set the standard in financial advisory services through his integrity, innovation, and genuine concern for his clients’ well-being. His dedication to creating impactful, personalized financial solutions has helped solidify his standing as a trusted advisor and a pillar in the community.

2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).

2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).

2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com).

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

Additional Information

Certificates

CRPC™

Licenses

CA Insurance License Number: 0G42222. Resident State FL.