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®

Rob Ogle

Owner

The Moment of Choice

I am passionate about unlocking human potential, fostering leadership excellence, and driving peak performance in individuals and organizations. 

With more than 25 years of business experience ranging from the frontline to the C-Suite, along with entrepreneurship, exposure to the world’s best learning and development content, active engagement in community roles, being a father of five, and living overseas, Rob has amassed a wealth of experiences that will be valuable to any individual or organization.

Learn more at www.robogle.com

CEO 

Asgard Data

For over 15 years the Asgard Data team has been working at the intersection between business and technology, consulting with companies and helping them to understand how to use data to drive value for their business.

Fractional COO

Lake Forest Graduate School of Management

Adjunct Faculty - Training and Coaching

Locus Wave

Smarter. Safer. Connected. The power of Locus Wave is the technology and the ability to get telematics data for the company's equipment as well as to know where it is... at all times.

Locus Wave offers a comprehensive suite of satellite, cellular and dual-mode terminals and modems for a variety of asset tracking and monitoring applications.

Mining - We work to help reduce costs and time, maximizing your mining production, minimizing costs with intelligent tracking and asset location.

Oil and Gas - We provide solutions to help you monitor fleet drivers and fixed assets for more profitable and safer operations.

Transportation - Our expertise is designed to help simplify the complexity of increased regulations. Manage your fleet on a single user-friendly platform to optimize your operations.

We are a global company with a focus on LATM and are a Value Added Reseller of Orbcomm solutions.

Strategic Partner

TechPeople USA

TechPeople makes an ideal partner for organizations looking at both transactional and transformational IT solutions because of its core capabilities, great human resources, commitment to quality and the infrastructure to deliver a wide range of technology, consulting and global staffing solutions and services, 24/7.

Strategic Advisor

KNOLSKAPE

Create future-ready leaders through customized experiential learning simulations. Enable partner content providers to design custom simulations for their IP through our proprietary SAS software platform. Facilitate the growth of partner relationships to collaborate on revenue opportunities for both parties. Support the expansion and competencies of the sales team.

Visit www.knolskape.com for more details on:
1. Role-based experiential journeys for leaders at all levels
2. Virtual Assessment Centers with 100+ tools
3. Digital BLUR framework to build org-wide digital capabilities
4. Mobile and informal learning platform to cover the entire organization

Chief Business Officer - Americas

Vice President, Head of Consulting

Merit Leadership, Inc.

WHAT PROMOTES AN ETHICAL WORKPLACE?

•	Trust
•	Employee engagement
•	Leadership buy-in 
•	Ongoing conversation
•	Continuous feedback loop
•	Safe way to ask questions

President and CEO

FranklinCovey

FranklinCovey - world leader in consulting and training, enabling individuals and organizations to achieve results that require lasting changes in human behavior.

Managing Director, Senior Client Partner

Six O's, Inc.

Operations and advisory services for finance and insurance.

AMCORE Bank

Commercial Banking, Personal Banking, and Small Business Banking

VP - Middle Market

I love helping people help themselves. Greatness is within you. I will pull it out. 👉 Guide. Author. Storyteller.

Challenges are my battlegrounds.

While you can't force insight, you can inspire it.

I have a unique ability to help people see things as they really are. 

With that perspective, the obstacle is now reduced and surmountable. 

Early challenges and opportunities taught me: 

→ Resilience 
→ Learning other languages.
→ Shaping my adaptability across cultures 
→  The agility to learn and experience new verticals

Incorporating the GROW (Goals, Reality, Options, Way Forward) coaching framework into my practice has significantly enhanced the way I guide individuals and organizations. This powerful tool aids in:

→ Establishing clear Goals to strive for.
→ Assessing the current Reality to understand where we stand.
→ Exploring Options to overcome obstacles.
→ Defining the Way Forward to take action and commit to change.

This framework complements my approach, encouraging a structured yet flexible path to personal and professional development.

My affinity for art gave way to a talent in sales, where I discovered the joy of understanding and helping people.

My career journey, from sales to CEO, has been a platform for honing my skills in influencing, inspiring, and driving change. 

Each role reinforced my belief that true coaching is about sparking transformation, not just transferring knowledge.

I've learned that effective coaching is not just imparting knowledge but igniting a fire within.

- A key strength of mine is taking complex challenges and distilling them into manageable, actionable steps.
- I excel at clarifying the path forward, helping others see things as they are – clear and uncluttered. 
- This ability has been instrumental in guiding others to realize their goals in both their personal and professional lives.

My ultra-running/cycling and artistic pursuits have instilled persistence, creativity, and a broad perspective. 

These traits are integral to my coaching and leadership, helping others navigate their paths to success with clarity and confidence.

My mission is to guide individuals and organizations to realize their ultimate potential.

Through personalized coaching and development strategies, I help them:

→ Build confidence to face the future.
→ Convert common talent into the uncommon.
→ Turn challenges into opportunities for growth.

Looking to enhance your leadership, increase productivity, or embark on self-improvement? 

I'm here to light the way.

Ready to transform aspirations into achievements?

taplio

The Battle

Mando Sallavanti III, CFP®, CEPA, ChFC®

Rob Ogle

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