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®

MBA in Entertainment, University of Southern California | Ex: Disney, JPMorganChase, KPMG, PwC

Fun fact: My LinkedIn isn't my resume. 

So don't come here looking to evaluate hiring me based on my LinkedIn. 

Or maybe you should look at my LinkedIn to realize I beautifully blend data and analytics with entertaining and educational storytelling. 

I always dreamed of being a television programmer. It never happened, so instead I live out my dream programming LinkedIn like my own TV channel. 

Over the past 5 years, I’ve logged 10,000+ hours on this platform. I’ve built a following of 100,000+ by programming my LinkedIn like my own TV channel. My content isn’t random. It’s strategic. Story-driven. Designed to drive real outcomes.

And it’s worked, generating $10M+ in deals for the companies I've worked. Read that one again. Not me, but my companies. The power of companies leveraging LinkedIn is the future of LinkedIn. 

In 2021, I launched a global  events company while working with a Mark Cuban and Ashton Kutcher startup, producing 40+ events in LA, NYC, Dubai, Paris, and London that drove millions of dollars in  revenue. I understand how to leverage LinkedIn so companies can drive real results. 

A few highlights:

-Closed a strategic partnership with CAA
-Raised $7M in funding for a Mark Cuban venture-backed startup
-Secured $4.13M in brand deals for one of the world’s top celebrities

My background spans banking (JPMorganChase), global advisory (PwC, KPMG), and a decade as CFO/COO in the luxury design world, managing 50+ people and overseeing $40M+ in ARR and $1B+ in real estate projects for icons like President Obama, George Clooney, and Cindy Crawford.

I’ve lived and worked in LA, NYC, and Dubai. I’ve built communities in tech, luxury, and now the creator economy. I’m obsessed with solving complex business problems through storytelling, partnerships, and scalable brand strategy.

Always open to meeting new and interesting people that love life, love to win, and love to make the world a better place.

John Kraski

Ben Affleck just sold an AI company to Netflix.

Yes. That Ben Affleck.

While tabloids covered his divorce from Jennifer Lopez, he was quietly building something.

In 2022, he started studying AI.

He admitted it scared him at first.

But instead of running from it, he did something most people wouldn't.

He built a company called InterPositive.

Not AI that replaces filmmakers.
AI built BY filmmakers FOR filmmakers.

Tools that protect the human side of storytelling.

No text-to-video gimmicks.
No "get the human out of it" nonsense.

Real tools for real creators.

This week, Netflix acquired the whole company.

Ben Affleck is now a senior advisor.

Think about that.

The same guy TMZ was photographing looking sad outside his house was simultaneously building technology Netflix wanted to buy.

The headlines you read about someone are almost never the full story.

Everyone saw the divorce.
Nobody saw the company.

That's how it works.

The people building something real aren't posting about it.
They're not seeking validation.
They're heads down, doing the work.

And one day, the news breaks.

What you're building in silence will eventually speak for itself.

How about them apples?!

Partnerships @ Dhar Mann, Forbes #2 Creator I MBA in Entertainment, University of Southern California

The best city in America right now?

It might be San Francisco.

I'm shocked I'm even saying it.

I've always been an LA or NYC guy.

But I was up there this week for the first time in a while.

Attended some amazing events hosted by my friends at Brand Innovators and Creative Artists Agency during Super Bowl week.

I was immediately struck by the cleanliness.

The homeless crisis that dominated headlines for years?

Addressed in a major way.

I felt safe.
I felt energized.
I felt proud to be American.

Maybe it was just the Super Bowl energy.

But I think it's something more.

San Francisco's new Mayor Daniel Lurie took office in January 2025.

He's not just signing executive orders from City Hall.

He's out there.
In the neighborhoods.
Picking up trash himself.
Leading community cleanups.

His "Breaking the Cycle" initiative is tackling homelessness head-on.

Not with press releases.
With action.

The city that tech abandoned?
The city that became a punchline?

It's coming back.

I hope the mayors of LA and NYC book a flight to SFO soon.

Because this is the model.

American cities deserve better. 

The American people deserve better. 

Trust me and Daniel Lurie on this one.

taplio

The Battle

Mando Sallavanti III, CFP®, CEPA, ChFC®

John Kraski

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The Battle

Mando Sallavanti III, CFP®, CEPA, ChFC®

John Kraski

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