Broker Check
Sidney A. Sall CLU

Sidney A. Sall CLU

Financial Professional

Greetings. My name is Sid Sall and welcome to my website. As a financial professional with over 50 years of experience, I am dedicated to helping businesses, professional practices and individuals build their financial futures.

My education, experience and management background 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 family 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 Committee (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)

My passions in Life, besides the above, include Golf, Wine Collecting, and the San Francisco Giants