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

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

You closed $4M in deals this year. You hit President's Club. 

You're making $500K... Why's your bank account look the same as 3 years ago?

Let me guess:

→ $80K commission check hit last month - already gone
→ RSUs vesting quarterly, no idea if you should sell
→ Owed $40K in taxes you weren't expecting
→ Looking at houses you can't tell if you can afford
→ Spouse is stressed about money even though you're crushing quota
→ You're one bad quarter away from serious financial stress

You're a B2B Sales Leader at a high-growth tech company.
You close seven-figure deals for your company.
You advise C-suite executives on complex buying decisions.

But your own finances are in total chaos.

Here's why:

Traditional financial advice doesn't work for enterprise sales.

"Just save 20% and max your 401k" doesn't mean anything when:

Your income swings $50K month-to-month
You have RSUs, ESPP, commission, or bonuses all hitting at different times
Your "income" includes stock that might be up 30% or down 20%
You're taxed at rates that nobody explains properly

You don't need a financial advisor who works with "high earners."

You need someone who works with sales leaders who live in your world.

That's us.

We work with Sales Leaders at B2B SaaS and Tech companies.

Here's what we do:

Phase 1: Stop the Bleeding

→ Commission cash flow system (capture money before it disappears)
→ RSU strategy (minimize the tax hit or concentration when vested)
→ Protection planning (life, disability - so your family is covered)

Phase 2: Build the Buffer

→ Build emergency fund (handle slow quarters without panic)
→ Automate commission capture (money builds wealth before spending)
→ Know what you can actually afford (house, cars, private school - no guessing)

Phase 3: Build Real Wealth

→ Diversify beyond company stock (systematic selling, no emotion)
→ Tax planning with your CPA (keep more of what you earn within your control)
→ Build multiple income streams (not 100% dependent on quota)

The outcome we plan for?

You're not just making money. 
You're keeping it.

You're not just hitting quota. 
You're building generational wealth.

You're not stressed about the next deal. 
You have OPTIONS.

THAT is your Freedom Path.

If you're crushing quota and tired of feeling broke, let's fix that.

Message me and tell me to get started!

Mando Sallavanti III, CFP®, CEPA, ChFC®

Angie McQuillin

Coaching high achievers to navigate particularly difficult relationships & circumstances going from frustrated and stuck to confident & assertive | 1-1 | Group Coaching | Leadership | Relationships | Workshops | Email👇|

► MEET ANGIE: I coach leaders/aspiring leaders to grow in confidence and communicate with more impact, influence and clarity. 10+ years coaching exp', 25 yrs research in my specialisms, 20+ yrs corporate exp' and a little more life experience than I bargained for - let's just say I've become pretty good at the people thing. Keep scrolling for 100+ recommendations.

► WITH WHO: C Suite, MDs, Directors, Heads Of or high achievers who have climbed the corporate ladder, recently been promoted, stressed they won’t hit the demands of their new found responsibility and secretly feel like a fraud. Many second guess themselves, especially around more senior colleagues at the worry of getting something wrong and looking incompetent. Most want to become more assertive, but simply struggle to find the words to deliver difficult messages in a way that will be well received. I work with people privately or with corporates to deliver bespoke 1-2-1 coaching, group coaching & in-house workshops on the topics of leadership communication, authentic assertiveness & how to build inner confidence. My clients are always ambitious and on paper highly successful - yet often say 'to their colleagues they must look like an elegant swan floating on the water but feel like their legs are frantically peddling under the surface'.

► WHY: Many leaders come to me saying "no one would believe it if they knew I felt this way", often stressed, occasionally overreactive and can have difficulty managing upwards. Some have public speaking anxiety and can easily lose sleep over a presentation only to then spend days analysing everything they could have improved on. They are often committed to standing up for their team, but struggle to hold the same boundaries for themselves and are commonly very self-critical. I can help you become a respected integral confident leader, build your confidence and communicate with influence. 

► MY CLIENTS: I have been hired to work with leadership teams from Walt Disney, EasyJet, Amazon, Barclays, KPMG and many other large/SME companies. I have been a keynote speaker multiple times for up to 1000+ people.

► RESULT: My clients grow their confidence, gain enhanced powerful communication and authentic assertiveness skills and generally feel calmer and more fulfilled to lead a life they love.

► CONTACT ME: Message me on Linkedin. Email me on: info@angiemcquillin.com or apply for a call here: https://www.angiemcquillin.com/booking/

► PERSONAL: Self Development Geek | Dog Mumma | Roller Derby Player/Addict | Lake Swimmer | Keeping Life Real | Sometimes Funny

Leadership Confidence and Assertiveness Coach

► MEET ANGIE: Confidence and Leadership Communication Ninja.  I help ambitious leaders who secretly don't feel deserving of their success to lead with confidence.  I also help them communicate with more conviction and influence. I work with people privately or with corporates to deliver bespoke 1-2-1 coaching programmes, group coaching or in-house workshops on the topics of leadership communication and building inner confidence. I am on a global mission to improve the way we think, communicate and connect with each other in a professional and personal capacity. See below for 100+ recommendations.

► WITH WHO?: C Suite, MDs, Directors, Heads Of or ambitious professionals contact me anxious they are not deserving of their success. Many are overwhelmed, stressed or burnt out. Others are conflict-avoidant struggle to make big decisions and second guess themselves, especially around senior colleagues. On paper, highly successful, but looking to improve the effectiveness of their team and build their own confidence in the process.

► WHY: Many leaders come to me tired of overthinking and living an internal firefight.  Others are stressed, occasionally overreactive and sometimes have public speaking anxiety. They are often committed to standing up for their team, but struggle to hold the same boundaries for themselves. I can help you become a respected integral leader, build your self belief, and to lead and communicate with confidence.  I only work with people committed to change.

WHO I SERVE: I have been hired to work with leadership teams from Walt Disney, EasyJet, Amazon, Barclays, KPMG and many other large/SME companies. Delivered multiple keynote talks for up to 1000+ people.  Clients I coach have more confidence, calmness and fulfillment both professionally and personally.

► CONTACT ME: Message me on Linkedin.  Email me on: info@angiemcquillin.com or apply for a call here: https://www.angiemcquillin.com/booking/

taplio

The Battle

Mando Sallavanti III, CFP®, CEPA, ChFC®

Angie McQuillin

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