My entire life, I thought I was going to be a Doctor just like my father.
 
Then in 2017, I realized it wasn't my passion.
 
So, I decided to end my pre-medicine college track.
 
But, before I could, I had to have a plan.
 
My dad grew his medicine practice by building relationships and grow by word of mouth.
 
These same relationships he built were the foundation for me to seek help and learn about other career paths.
 
So, I started calling his network.
 
The second call I made was to his financial planner, Timmy.
 
Timmy taught me that there's 3 things everybody thinks about before they fall asleep.
 
1st: Did I hurt anyone today? If so, you can talk to someone about that.
 
2nd: Am I healthy? If not, you can call your doctor tomorrow - that's my Dad.
 
3rd: Have I made the right financial decisions for my family? That's where I come in.
 
I'm okay with batting 3rd in that lineup.
 
Since that day, I've spent my time simplifying financial decisions for my clients.
 
How I can help you:

➡️Review every year because life happens and things change
➡️Feel confident to make difficult financial decisions
➡️Develop a simple, implementable financial plan
➡️Hold you accountable to your goals

My results:

➡️The best 1st year my agency has ever seen in its 130+ year history
➡️Rookie of the year 2021
➡️New Advisor of the year 2021
➡️Over 100 households (and counting) receiving my help & expertise

If you want to learn more about how I help my clients and see if we’re a fit, you can schedule on my calendar HERE👇🏼

Calendly.com/sallavanti/intro

Mando Sallavanti III

Freedom Path Wealth

Freedom Path Wealth is a financial planning firm built for top performers in Big Tech, especially those at Salesforce, Oracle, and Paycom.

We help high-earning account executives take control of stock compensation, manage variable income, reduce taxes, and turn peak earning years into lifelong financial freedom.

Whether you're navigating equity compensation, planning early retirement, or just tired of feeling like your money isn't working hard enough, you'll get a customized strategy and ongoing partnership built for your lifestyle.

Disclosures: Securities and investment advisory services offered through MML Investors Services, LLC, Member SIPC. Supervisory Office: 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004. Tel: 610-766-3000. CA Insurance License #4148846. Domiciled in PA. Freedom Path Wealth is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

I am licensed to sell insurance in: AL, AZ, CA, DE, FL, HI, IL, IN, KY, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, WI, WV, UT. CA Insurance License #4148846. Domiciled in PA.

Armando Sallavanti is registered to transact securities business in: AL, AZ, CA, DE, FL, GA, HI, IL, IN, KY, MA, MI, MD, MN, MO, MS, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV and WY.

Founder and Financial Advisor

Followers to Fact Finders

Teaching growth-minded financial advisors to generate fact finders using LinkedIn without paid ads, ghostwriters, or awkward asks to their network.

Over the past 3 years, I've scaled my own advisory revenue by 100%+ using organic LinkedIn strategies, generating 1,000+ leads and over $1,000,000 in revenue while earning a Top 25 spot in financial planning fees at MassMutual in 2024.

Unlike marketing gurus teaching theory from the sidelines, I'm a producing CFP® sharing exactly what works in the trenches. 

My coaching community delivers:

- 2 monthly live group coaching calls with real-world strategy
- Complete LinkedIn system covering profile optimization, content strategy, and conversion frameworks
- DM templates and commenting strategies that build relationships, not resistance
- Lead magnet and email nurture systems designed specifically for advisors
- Community support from other growth-focused financial planners

This isn't about shortcuts or automation. 

It's how you build authentic relationships and position yourself as the obvious choice when prospects are ready to work with an advisor.

The result? 

Advisors who implement our system can stop hunting for clients and start attracting them, creating a predictable lead flow that scales their practice without burning them out.

Founder and Coach

Finseca

As a proud member of Finseca, an organization dedicated to advancing financial security for all, I’ve had the privilege of speaking on national stages at both the LAMP and Advanced Markets conferences. 

My talks focus on turning complex planning topics into real-life strategies that drive better client outcomes. 

Finseca brings together the most elite minds in the industry, and being invited to speak and contribute is both an honor and a reflection of the impact we’re making at Freedom Path Wealth.

Speaker and Member

The Outlier Project

I serve as T.O.P.’s personal finance advisor, speaking to the community multiple times a year and serving as the go-to resource on building wealth with intention. 

It’s an honor to give back to this tribe of outliers while helping members build real financial security in the process.

The Outlier Project is a private community of 700+ high performers across business, sports, military, and media - home to names like Heather Monahan, Brandi Chastain, Jason Redman, Layla Ali, and Jesse Itzler. 

Founded by Scott MacGregor, it’s a space where growth-minded leaders come to elevate their mindset, build elite relationships, and do extraordinary sh*t with extraordinary people.

T.O.P. Advisor

MassMutual Greater Philadelphia

Intern

Build generational wealth without the money stress | Financial Advisor for Big Tech (Paycom, Oracle, Salesforce) | Top 25 MassMutual Financial Advisor (2024)

Many people making $500k+ are still winging it.

And it’s costing them... big time.

The income’s there. 
The RSUs are vesting. 
The lifestyle looks great on the outside.

But behind the scenes? 

It’s messy:

→ No cash flow system
→ Surprise tax bills
→ Missed opportunities
→ Constant guilt they “should have it together by now”

That’s where I come in.

I help tech professionals at Oracle, Salesforce, and Paycom build a financial system that makes their money work harder without them working harder.

✅ We automate cash flow
✅ Optimize RSUs + ESPPs
✅ Turn commissions into passive income
✅ And bring everything under one clear plan

“We bought a vacation home in Mexico… and never could’ve done it alone.” – Sam**
“Now I have structure, peace of mind, and real momentum.” – PJ***
“I finally feel financially stable and confident.” – James****

This isn’t cookie-cutter. 

This is custom strategy, real results, and someone in your corner every step of the way.

If you’ve outgrown basic advice and want something that actually matches your income level, we should talk.

Message me PLAN for more details.

📩 Not ready? Get my free emails: https://mailchi.mp/financialguide/newsletter


*All testimonials above are current clients and were not compensated for their testimonials. Their testimonials may not be representative of the experience of other clients and is not indicative of future performance or success. 
**CRN202705-8760411 
***CRN202705-8760450 
****CRN202705-8760433

Mando Sallavanti III, CFP®, CEPA, ChFC®

Dan Goodman Employment Advisory

I am pleased to announce the launch of the Dan Goodman Employment Advisory (DGEA), a dedicated employee advocacy practice guiding individuals through the intricacies of the working world. Our goal is to empower employees to confront the often unjust, and, at times, illegal actions of employers. It’s time to resist becoming a passive victim and walking away with lasting scars. 

Take a stand - feel like a warrior, not a victim. Regardless of the outcome, you can put this challenging experience behind you and move forward. The important part is to fight back. You owe it to yourself, your family, and your mental health.  Avoid the burden of regret that can linger for years, if not decades, for enduring mistreatment.

Clients consistently attest that the invaluable lessons gained through our process surpass the material gains such as increased severance or recovered commission.  The transformational shift in perspective towards oneself, the employer, and the world is profound.  No longer blindly trusting, clients become proactive in anticipating and averting negative outcomes. 

For far too long, employers have exploited, stolen from, bullied, and intimated their workforce. With high powered attorneys crafting one-sided contracts and experienced HR professional actions acting in the employer’s best interests, employees are left defenseless.  DGEA is here to level the playing field, providing support needed for employees to stand up for themselves. 

No longer should individuals face these challenges alone, susceptible to manipulation and exploitation. I step into the role of advocate, standing alongside employees in their pursuit of justice and fairness in the workplace. Together, we dismantle the culture of silence, empowering individuals to assert their rights.

Founder and CEO

TruCommish

A unique DTC SaaS solution for salespeople to verify the accuracy of their compensation, provide means for remuneration and analytics to enable data driven decision making to maximize earnings.  The first of its kind, sales compensation verification service designed specifically for salespeople.

Acuity Link (acquired by Central Logic)

SaaS-based solution to enable health care institutions to improve patient discharge workflow.  
- Provided strategic direction, pivoting goto market strategy, value proposition & business model.  
- Executed high value partnerships and technology agreements.
- Identified new market opportunities, championed initiatives to drive incremental revenue streams.
- Hired, trained and managed sales team and lead generation activities and marketing initiatives.
- Created all corporate content including web site, pitch decks, collateral, press releases, email campaigns, sales training, analytics reporting and analysis.
- Developed operational business model used to raise funding and strategic planning initiatives.

Executive Vice President Business Development and Strategy

Compensation Consulting

Provided sales compensation verification services for top performing sales people in the value-added reseller markets.  Assisted clients in recouping tens of thousands of dollars in earned but unpaid commissions and bonuses.

Principal

Mazu Networks (acquired by Riverbed Technology)

Network infrastructure software company that helps organizations manage, secure, and optimize availability and performance of global applications.
- Conducted business development, strategic planning and marketing programs. 
- Assisted in developing corporate, sales and partnership strategies, including developing value 
  proposition, customer ROI model, solution selling and flexible packaging and pricing programs.  
- Completed industry assessment and market sizing of the network security and availability market.  
- Developed customer evaluation program including negotiating contracts and setting eval. criteria.  
- Negotiated framework for strategic alliance with Ericsson on network security for wireless networks.
- Developed customer/market feedback program to assist in prioritizing development projects.

Director of Business Development

Nortel Networks

Multinational telecommunications and data networking equipment manufacturer.
- Identified and managed partner alliances in support of Content Networking Portfolio Group 
- Negotiated and executed on OEM and technology development agreements with Volero
- Worked with senior management to develop portfolio strategy and to identify technology gaps.   
- Project team leader for industry assessment of content management solutions.  
- Worked with Corporate Development and Venture Capitalists in evaluating potential investments.

Senior Manager, Partner Alliances , Carrier and Service Provider Division

Product management liaison to service provider and distribution channel.  OEM Relationship Mgr.  
- Business Development prime for 3rd party security relationships fncluding firewall (Check Point), PKI (Entrust, Verisign, RSA), Compression (HiFN), VPN/IPSec (IRE), and NAT (Wind River).  
- Manage all aspects of 3rd party OEM relationships, including contract negotiations, technology licensing, marketing and support programs, pricing and packaging, and product development.  
- Worked with channel partners to drive business development programs and increase revenues.
- Worked with sales force to develop business cases in support of sales driven development. 
- Renegotiated licensing agreements resulting in annual savings of over $2.1 million.

Business Development Manager, Router Product Management Group 

Provided strategy consultation to Executives and Router Product Management organization.  
- Developed forecasts, market segmentation, and projected market shares.  Presented analysis to Product Group’s strategic planning task force that was used to prioritize development programs. 
- Consulted with product managers in developing business cases for new product development.
- Prepared analysis of competitor’s strategic positions across organizational, financial, marketing, and technological dimensions. Presented recommendations to Executive Management.  
- Provided business, market and technical analysis in evaluating potential acquisitions .

Senior Strategic Planning Manager, Products Bussiness  Group

Progress

Business Development Manager - 	Identified potential acquisition and alliance candidates.  
- Member of team negotiating technology exchange and licensing agreements.  
- Created financing model used to evaluate the feasibility of potential acquisitions
- Worked with strategic relations managers to expand relationships with partners.
- Gathered competitive information and created segmented market share analysis.
- Developed operating model used to create PSC’s long-term strategic plan.

Business Development Manager

Developed systems to improve financial and operational reporting and analysis.  
- Managed team responsible for consolidation, analysis and presentation of operational data.
- Conducted product analysis used to prioritize porting schedules and product retirement policies.
- Researched and analyzed various market segments and drafted business plans.
- Developed systems to analyze and measure the impact of pricing changes on product revenue. 
- Gathered competitor pricing information and made recommendations to existing pricing policies.

Manager, Marketing Financial Analysis

Hale and Dorr LLP

Largest full service law firm in New England - Manager, Marketing Research and Analysis
- Conducted business development, strategic planning and marketing programs. 
- Led initiatives that resulted in more than $2.2 million in new business.  Consulted with attorneys to devise marketing strategies in developing presentations and in drafting proposals.
- Prepared and presented to management analysis on the firm’s client base and financial statements.
- Managed market research and analysis efforts including survey design, market share analysis and customer satisfaction studies.
- Created the New England IPO Report, a market analysis of the initial public offerings market.

Manager Marketing Research and Analysis

Chief Commission Officer 💰 I help salespeople find commission errors 🔥

Dan Goodman has been a fierce and passionate advocate for employees for nearly three decades. What started out as a hobby helping friends and family verify commission pay and identify and recover pay errors, soon became a mission that led to the founding of TruCommish. A commission audit service for salespeople. 

Recently, to help a wider audience of employees beyond salespeople and pay errors, Dan founded, Dan Goodman Employment Advisory. Dan's passion is to encourage and empower employees to stand up against wrongdoing. To not have years or decades of regret for being mistreated and doing nothing about it. 

For generations employers have relied on lack of information or misinformation provided to employees to coerce, mislead, and take advantage of them. Whether it is wrongly using PIPs to terminate employees, the farce of unlimited PTO, the false deadlines to respond to a severance, the façade of compensation plans being legal binding documents that the employer can change at any time without your agreement. The list goes on and Dan is here to shed light on these wrongful practices, educate employees on their rights and help to ensure the best possible outcome when these harmful situations arise. 

Dan assists employees across 8 practice areas: employment agreements, restrictive clause, severance offers, PIPs, stock/equity grants, compensation plans, commission/pay disputes, and general coaching, guidance, and advice. If you need help in any of these areas, book some time on Dan’s calendar for a paid call and he can help you sort through it all. 

Finally, Dan brings his passion for numbers and analysis along with his passion for uplifting the often-downtrodden salesperson at the moment they feel most isolated. Dan naturally has an analytically driven financial mind. He holds a BBA Cum Laude in Finance and an MBA Magna Cum Laude in Entrepreneurial studies from Babson College

Dan’s mission is to provide truth and transparency around the employer/employee relations. Shedding a light on many of the morally and often legally questionable practices by employers.

taplio

The Battle

Mando Sallavanti III, CFP®, CEPA, ChFC®

Dan Goodman

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