Michael  J. Salerno, CFP, AIF, ChFC, CRPC, CRPS, RICP, CASL in

Michael J. Salerno, CFP, AIF, ChFC, CRPC, CRPS, RICP, CASL

Wildcard · DISC type isc
Chartered Retirement Planning Counselor (CRPC™) at Executive Wealth and Retirement Strategies
📍 Flemington, New Jersey, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Current Role
Chartered Retirement Planning Counselor (CRPC™)
Location
Flemington, New Jersey, United States
Personality Overview

How Michael shows up

Curious But Skeptical
Requires Proof
ROI Driven

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions

Priorities

Topics Michael cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2022
Chartered Retirement Planning Counselor (CRPC™)
Executive Wealth and Retirement Strategies
7-2019
Retirement Income Certified Professional (RICP®)
Executive Wealth and Retirement Strategies
9-2011
Financial Advisor, RJFS | Founder
Executive Wealth and Retirement Strategies
9-2011 - 10-2025
Financial Advisor
Commonwealth Financial Network
3-2006 - 9-2011
Financial Advisor
O. N Equity Sales Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1989 - 1991
BS
University of North Carolina Wilmington
2009 - 2010
ChFC
The American College of Financial Services
CFP
Certified Financial Planner Board of Standards, Inc.
Social presence
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Behavioral profile

DISC profile (public)

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Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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