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 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