Salvatore Veltri, CPA, Partner directs the two Chicagoland offices. Sal has over 27 years of experience in public accounting, investment consulting, personal tax planning, estate planning, retirement planning, and wealth management. He specializes in providing objective, comprehensive, and result-driven solutions to successful individuals and families. He also has extensive experience working with members of closely held corporations regarding estate, tax, and succession planning.
Sal received his bachelor of science degree in accounting at DePaul University. His professional affiliations include American Institute of Certified Public Accountants (AICPA), Illinois CPA Society (ICPAS), Financial Planning Association, and Renaissance Executive Forum.
