Gary Salva

Gary has been with Sagemark Consulting (Lincoln Financial Advisors/ CIGNA Financial Advisors) since 1991 and has earned senior planner status. His achievements have made him a lifetime member of The Resource Group* within LFA. He currently holds FINRA Series 6, 7, 63 security registrations and licenses for life, health, long term care and variable annuities.

Gary earned his Bachelor’s  degree in 1983 with studies in Real Estate and Finance at The University of Connecticut.

As a Wealth Planning Advisor, Gary provides professional and objective financial advice conducted on your terms, providing connections to help you preserve, grow and transfer the assets you have accumulated.    Gary specializes in working with some of the most affluent families, and has over 25 years of experience in assisting clients to build and preserve their financial legacies.  

Gary will work closely with your attorney, accountant and other advisors to implement your desired solutions.

Other Achievements:

Honors & Recognition Awards: 

- Chairman's Council**

- President's Cabinet***

• Owner of a commercial real estate development and management company, 1985 -1991 

• Developed a retail food  franchise, 1988 - 2009 

• Frequent speaker at estate planning seminars 

• President's Circle member of the Middlesex County Community Foundation and serves on the Board of Directors and Development Committee

• Avid car collector and enthusiast

• Resides in Middlefield with his wife Beth and their 5 children.

*The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisor.

 

** The Chairman’s Council represents the top one percent of financial planners affiliated with Lincoln Financial Advisors.

***This internal award is based on sales as well as good standing with the firm and FINRA.

CRN-3438584-020421