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Amy Salo, CFP®, CAP®, CExP™

Amy Salo, CFP®, CAP®, CExP™

Managing Partner

Amy Salo is a Managing Partner with Forest Hills Financial Group (FHFG) who is passionate about the financial services industry, the people she serves, and the potential for her team of advisors and clients to ensure the next generation lives better than the last. Amy’s vision is to propel economic mobility in our communities through a culture that attracts, develops, and retains advisors, staff and agency leadership who believe that as an industry, we can do better. 

Amy's personal practice focuses on comprehensive protection, savings and investment planning for both accumulation and retirement phases of a client's journey. She specializes in working with clients who have lost a loved one and want a trusted advisor to help with day-to-day financial decisions. 

Amy is a director on the Finseca board, a member of the government affairs committee, and co-chair of the retirement and holistic planning working group. She also serves as a member of the Field Advisory Board Leadership Development Committee with Guardian. Amy grew up in Sudbury, Ontario Canada, graduated from the Hartt School of Music at the University of Hartford with her BMus, and the Eastman School of Music at the University of Rochester with her MM. She has completed her CFP® and CAP® designations with the American College and her CExP™ designation with the Business Enterprise Institute. Amy joined Guardian early in 2008, developing from Field Representative, Managing Director, Principal Director (building a scratch agency in Albany, NY) to General Agent. 

Now partnered with the team at FHFG, Amy embraces her role as an educator and mentor and strives to build strategic alliances that both personally and professionally bring out the greater good in people. 

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 Broad Hollow Rd., Suite 405, Melville, NY 11747. (631) 589-5400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. CA License# 0L64608. 2021-114169 Exp.1/23