QUALIFIED RETIREMENT PLANS,  WEALTH MANAGEMENT, ESTATE CONSERVATION STRATEGIES

     Greetings.  My name is Sid Sall and welcome to my website.  As a financial professional with over 38 years of experience, I am dedicated to helping businesses, professional practices and individuals build their financial futures.

     My education, experience and management backround bring a unique perspective and approach to offering multiple services in the area of qualified retirement plans, wealth management, and estate conservation strategies.

     Working in partnership with you/your firm, we will formulate what your goals are including tax-advantaged wealth accumulation and wealth distribution strategies.  Then, if it is suitable, I will recommend appropriate products and services to execute your strategy.

     In addition to my professional commitment, my famiy and I are strong believers in giving back to the community.  I have held numerous leadership positions over the years here in the Bay Area including:

  • Chairman:  CARE Foundation Corporate Council for Northern California (1992-1995)
  •  President of the Board:  Star Academy, San Rafael, CA (1999-2003)
  • Community Leader:  Tamalpais Union School District Parcel Tax Measure, Larkspur, CA (1994-1996)
  • Chairman/Wine Committee (Current):  Great Chefs & Wineries benefitting Lifehouse Agency, San Rafael, CA
  • Member, Planned Giving Committe (Current), Congregation Rodef Sholom, San Rafael, CA

      My educational background and professional designations are as follows:

  •  Bachelor of Arts (1970) - State University of NY/College at Brockport
  • Graduate School (1970-72) - Binghamton University, Binghamton, NY
  • Chartered Life Underwriter (CLU) (1979) - The American College, Bryn Mawr, PA
  • Executive Institute for Management (1987 & 1990) - Columbia University School of Business, NY, NY

Company Designations/Honors through AXA Equitable:

  • Executive Benefits Specialist
  • Inductee to Hall of Fame (2001)
  • Past Member of Old Guard Executive Committee (1985-88)                                                            

Passions in Life, besides the above, include golf, skiing, the San Francisco Giants and wine collecting.

    My wife, Deborah, and I have two grown children,  Lauren and Ben, and reside in  Kentfield,  Marin County, California .  

Thank you for visiting.