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®

Dennis Geelen

Coaching and mentoring to help you start and scale your one-person business.

Founder

Zero In

The mission of Zero In is to help as many businesses and leaders build a brand customers love and a company people are passionate to work for.  

So where do you need to focus (or Zero In)?
Solve the problem of INDIFFERENCE!

Indifferent customers have no compelling reason to purchase your product or service rather than your competitors' product or service. 

Indifferent employees are complacent because they are not passionate about coming to work each day.

Utilize the resources, books, and courses from Zero In to increase your customer retention, improve your customer experience, and build a passionate culture of innovation giving your team the ability to find new and better ways to serve your customers.

"Customers DO NOT buy your product or service, they buy what it can DO FOR THEM"
Customer-centricity means knowing your customers and giving them what they crave.  This helps you to build trust and loyalty, but also a solid reputation.  Loyal customers become fans of your brand and refer other customers to you.

"If you don't find new and better ways to serve your customers, SOMEONE ELSE WILL!"
Being Innovative brings new ideas, which is crucial to a business being able to find new and better ways to add value for your customers.  With innovation comes creative new products and services, increases in efficiency and, as a result, improved profitability.

BE THE BRAND CUSTOMERS LOVE AND THE COMPANY PEOPLE ARE PASSIONATE TO WORK FOR

Founder and Chief Difference Maker

The Commonwell Mutual Insurance Group

About the Commonwell
We are committed to profitable growth, team development, ingenuity, while having fun at work.  We offer a complete range of insurance products including residential, automobile, commercial, farm and watercraft. We encourage a work-life balance and we are serious about what we do!

About my Role
As Manager of the PMO, I lead a group project managers and business analysts to implement the project management office from the ground up.

About the PMO
Projects at the Commonwell are measured against timelines, budget, delivery of scope, but most importantly the realization of the intended benefits of each project.  Over 85% of projects at the Commonwell were consistantly green throughout 2018.

Manager, Project and Portfolio Management Office

As Manager of Application Services, I am responsible for planning, coordinating and managing the activities of the Application Services team within the Information Systems (IS) Department. This includes leadership and development of the IS team members, as well as providing direction and support for IS solutions to meet the present and future needs of the organization.

Manager of Application Services

Kawartha Lakes Food Source

Kawartha Lakes Food Source is a community effort to reduce hunger in the City of Kawartha Lakes by:

1. Maintaining a central warehouse to supply food to organizations that provide food to individuals in need,
2. Raising public awareness, and
3. Working in concert with other local not-for-profit organizations.

Board Of Directors

Operitel Corporation (An OpenText Company) 

ABout OpenText
OpenText, The Information Company™, a market leader in Enterprise Information Management software and solutions, enables intelligent and connected enterprises by managing, leveraging, securing and gaining insight into enterprise information, on-premises or in the cloud. 

About my Role
Directed a team of PS and R&D resources to develop and implement the LearnFlex LMS platform for over 40 clients.

Director of R&D and Professional Services

TELUS

Manager - Payment Solutions Development and Support

Emergis - A Telus Company

Manager

Emergis Inc

Business Coach | Keynote Speaker | Author of The Happy Accidents newsletter and The Accidental Solopreneur book

What I Do
I help teams, organizations, and solopreneurs flourish by focusing on what really matters: people.

As a speaker, author, and consultant, I equip audiences with practical, human-centered strategies to thrive in uncertain times, build meaningful businesses, and create lasting impact.

Who I Work With
• Event organizers seeking keynote speakers on serendipity, growth, and personal transformation
• Businesses and nonprofits looking to create stronger cultures, customer experiences, and leadership teams
• Solopreneurs who want to design businesses that give them both income and freedom


What I’ve Created
• Author of The Zero In Formula and The Accidental Solopreneur (bestseller)
• Creator of top-rated online courses for solopreneurs and authors
• Host of the Happy Accidents podcast and newsletter
• Keynote talks including 'The Power of Serendipity', 'Start Before You’re Ready', and 'Rooted in Humans'


Want to Work Together?
Let’s talk if you’re looking for:
✅ A keynote speaker for your next event
✅ A workshop or webinar for your team
✅ A course to help you grow as a solopreneur or author


DM me if you’d like to connect about speaking, workshops, or collaborations.

taplio

The Battle

Mando Sallavanti III, CFP®, CEPA, ChFC®

Dennis Geelen

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