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®

Money Or Life

Helping business owners & professionals unlock $1000s in free travel with points & miles.
Join 100s getting free travel tips & strategies: moneyorlife.co/newsletter

Founder

Qualtrics

Scope and design 6 to 7-figure Brand Experience software solutions ($50M+ contract value to date) for the largest and most well-known global brands. 75% of Fortune 100 companies are Qualtrics clients.

Senior Solutions Architect

Go-to person for all things data within the Brand Experience (BX) org. Lead major data analytics initiatives within and beyond BX, with cross-functional and vertical impact to VPs and C-suite.

This role was performed in addition to 100% of my core duties as a BX Solutions Architect.

Business Intelligence Consultant

Served as Strategic Program Manager, overseeing and providing thought leadership for 100+ OKR work streams across across sales, delivery, product, engineering, and finance.

This role was performed in addition to 100% of core duties as a BX Solutions Architect.

Strategic Program Manager

Avalanche Assets, LLC

Avalanche is a private equity firm that invests in Commercial Real Estate projects through syndications and private funds. We help individuals achieve financial freedom through alternative investments.

RISK THEORY

Directed enterprise systems & analytics for 6 companies ($100MM+ ARR). Led a team of 5 analysts, reporting directly to CEO/CFO as part of the exec team. Served as tech and data SME for 100+ employees and managed $1M+ of annual tech spend.

Oversaw design, implementation, and ongoing success of:
- Enterprise systems (CRM, ERP, Database, Financial, and Accounting Systems)
- Global Reporting (Sales, Operations, Management, and Financial Reporting)

Director, Enterprise Systems and Analytics

Lead solutions architect for 5 commercial insurance companies transacting multiple 9-figures in premium. Oversaw tech systems, analytics, training junior analysts in technical skills (SQL, VBA etc) and industry business knowledge.

Highlights:
- 5 systems implementations
- 10+ automated processes
- 1000+ resource hours saved

Solutions Architect

Provided analytics, process, and systems support for 11 commercial insurance businesses transacting multiple 9-figures in premium with double-digit YoY growth.

Highlights:
- Created and managed 100+ operational and management reports for the entire company
- Built proprietary tools to automate processes and save thousands of resource hours

Business Analyst

Truman State University

Redesigned 10+ university websites to optimize UI and UX, maintained tech equipment for 100+ classrooms, and provided technical support to hundreds of faculty members and 6,000+ students.

IT Consultant

Bulldog Student Investment Fund

Managed a 6-figure student investment fund and delivered semester-long investment lectures for new student analysts. Performed financial valuations, macroeconomic analyses, and delivered 110% average ROI across 10+ stock picks.

VP of Investments

DST Systems

Directed product strategy, design, and development of a native android app to efficiently manage HSA receipts. Conducted user persona interviews and built financial models for revenue and cost projections.

Product Manager

Managed and migrated 30+ University websites to WordPress (WP), and built a WP plugin, "Net Price Calculator," to calculate scholarships for prospective students.

Web Developer

Multimedia Development Corporation (MDeC)

Sourced VC funding and facilitated pitch training sessions for 30+ tech startups seeking to raise capital.

Finance Associate

Standard Chartered Bank

Supported 40+ auditors with systems testing, technical support and training, and lots of excel stuff when auditors inevitably hit their excel skill limit (which was pretty low). You know, quintessential intern stuff.

Internal Audit Associate

Hacked $200K+ in free travel. Grab my playbook👇 | Tech, Travel, Real Estate, Lifestyle 🏖️

Want free travel? I'm your guy.

I help business owners & professionals unlock $1000s in free travel.

I post travel stories, learnings, failures, and actionable ideas to maximize geographical freedom while enjoying this marvelous thing we call life.

→ I've unlocked $250,000 in free travel.
→ Helped 100+ students save $1000s in travel.
→ Lived in Europe, Africa, & Asia for 90+ days on a W2 (most of it with points!).


4 ways I can help you:

1/ The Freedom Lounge Newsletter
Free tips and strategies to unlock $1000s in travel.
Go Here → moneyorlife.co/newsletter

2/ Points Academy Digital Course
Book your first free vacation in 6 months.
Go Here → moneyorlife.co/points-academy

3/ The Executive Portfolio
Spend $40k+/month? Turn your biz expenses into $10k experiences.
Go Here → moneyorlife.co/points-academy-business

4/ BONUS: 30-Days in Europe Under $300
Learn how I booked 30-Days In Europe Under $300.
Go Here → moneyorlife.co/travel-hacking


~~~
My company, Money Or Life, begs the question: "Why not both?"

We can have our cake AND eat it too.
Build "true wealth" AND enjoy life along the way.

Life's short.
Don’t sacrifice the now for the future.

Ready to unlock $1000s in free travel?
Check in at the Freedom Lounge today: moneyorlife.co/newsletter

Have a travel question? DM me. Let's chat!

taplio

The Battle

Mando Sallavanti III, CFP®, CEPA, ChFC®

Julian Fung

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