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®

Tara Horstmeyer

Happy Words

I believe you were made to lead, not exhaustively create LinkedIn content.

ABOUT HAPPY WORDS ⬇️
Hi! I'm Tara. 

After a 20+ year career as an award-winning editor, writer + leader, my career evolved to building Happy Words: A writing, consulting + training team that supports executives around the country.

As The OG LinkedIn Ghostwriter, I've trained and influenced many of the best in the best in the business. I’ve also been featured in Business Insider, Vox and Morning Brew as a LinkedIn Ghostwriting industry expert and have spoken at events + workshops while appearing on dozens of podcasts.

This truly sets me apart as I can both appreciate + serve busy executives who desire to impact others through their LinkedIn presence.

Executives—like you.

WE GET IT—BECAUSE WE GET *YOU* ⬇️

We know firsthand the weight of leadership duties and professional ambition leaders carry daily.

In fact, my unique background in people leadership + professional writing has firmly cemented me and my Happy Words team's reputation as the obvious choice for world-class executives and their teams.

You can't afford to leave your professional reputation or company’s brand to chance with just any Ghostwriter or service.

You genuinely need trusted social strategists AND experienced media experts to guide you.

Experts—like us!

Bottom line:

You were made to lead, not exhaustively create a LinkedIn presence.

We're here to help you expand your influence, grow your presence and stand out as the authoritative thought leader you ARE.

LET'S CHAT. HERE TO SERVE YOU ⬇️
You could be (and, let's face it, *should be*) the talk of LinkedIn.

Serving individuals, founders, execs, teams + companies:

1. CONTENT: LinkedIn Post Strategy + Ghostwriting
2. WORKSHOPS: LinkedIn Mastery Workshop + Workbook

Founder

Gravy

Worked with the Channel Partnerships team to scale Gravy’s client relationships program by helping establish new relationships while optimizing existing one-to-many channel partnerships.

Director of Partner Success

Tested and proved Gravy’s inbound and outbound strategies through non-conventional SDR methods, including pioneering voice and video, resulting in new clients + MRR.

Built scalable Sales Development program from scratch, including proving prospecting methodology, testing messaging, strategies and approaches, resulting in new clients, referral partners and a new stream of predictable revenue.

Helped implement SalesLoft in Q1 2020, including writing and testing all cadences, snippets and more. 

Ultimately recruited, hired, trained, onboarded and led new SDRs to build out our SDR team, helping 3 out of 5 break previous quota records within their first 60 days of onboarding.

SDR / SDR Growth Manager

Provided Gravy's overall content direction by producing and repurposing original content, including client communications, lead magnets, blogs and webinar + email marketing campaigns. 

Built and launched "The Outsider" newsletter, which is quickly becoming a pillar piece of communication for clients and subscribers.

Awarded Gravy’s highest honor in August 2019: Gravy MVP.

Content Manager

Assisted the sales manager and project managed all sales-related activities, including prospecting, discovery, referrals, maintaining CRM updates, email campaigns and led sales enablement activities.

Inside Sales Specialist

RevGenius

www.revgenius.com/mag

- Laid foundational framework that helped establish scaleable systems and processes.
- Assessed all inbound authors before approving to submit for RevGenius Magazine. 
- Assigned deadlines and brainstorms article topics while maintaining pipeline of content and authors so magazine has articles well in advance of publish date. 
- Recruited new authors for RevGenius Magazine as needed, and strategized additional ways to expand magazine’s engagement and reach through promotion, video use, etc.

Founding Managing Editor: RevGenius Mag

North Point Community Church

Recruited, trained, developed and led more than 225 volunteers as a director in the United States' second-largest student ministry setting.

Directed leaders and coaches through regular one-on-ones, relationship building, pastoring and helping to navigate any situation that would affect the small group. Developed leaders through trainings, weekly communication and meetings run one-on-one and in large groups.

Supported ministry as a whole through assisting with events, camps, trainings, leader meetings, written communication and resourcing volunteer leaders to help students pursue and discover a faith of their own.

Developed, curated and wrote the Transit small group leadership training manual used across campuses and at partner churches across the globe.

Groups Director

Naylor Association Solutions (Naylor, LLC)

Worked with association clients to plan, vision cast and produce all materials for print, online and event publications, including monthly magazines, newsletters, directories and additional resources as needed. 

Liaison between clients and sales to produce content and annual editorial calendar both favorable for members and to promote advertising revenue. 

Collaborated with clients to create broad-scale vision for publications as well as fine-tune the details needed to execute established vision. 

Produced original editorial content, served as copy editor, chose appropriate art, wrote design worksheets and detailed plans to ensure production and design team maintained integrity and clients’ expectations in their print, online and trade show presences. 

Managed all relationships via consistent email and phone communication. 

Developed, encouraged and enforced tight deadline schedules for clients and production throughout the planning and publication process. 

Worked closely with production, design and shipping to ensure clients’ expectation of excellence in both overall experience and product results was exceeded.

Maintained a workload of approximately 50 projects per year.

Awarded 2008 Editor of the Year, a highly coveted award spanning the U.S. and Canadian staff.

Editor

The Gainesville Sun

Reviewed articles for grammar, punctuation, flow, AP style and accuracy.

Wrote headlines and subheads. Produced breakout boxes as needed.

Selected appropriate stories and art to fill selected internal sections, capture readers’ interest and encourage advertising support.

Copy Editor

Sun Sentinel Media Group

Reviewed articles for grammar, punctuation, flow, AP style and accuracy. 

Wrote headlines, subhead and summary decks. 

Collaborated with reporters to clear up any ambiguities.

Copy Desk Summer Intern

Simplifying LinkedIn | Individual + team training you need to succeed on LinkedIn | Executive Ghostwriting | Content Coaching | Hands-on Workshops

"One person posts, and I now know them. Multiple people post, and I now know their company..." - MJ Peters. (Powerful, huh?)

Execs: I believe you were made to lead—NOT exhaustively create LinkedIn content.

Yet:
> Figuring out how to engage + leverage the power of LinkedIn.
> Finding a TRUSTED Executive LinkedIn Thought Leadership team that understand business.
> One that also offers content strategy, company LinkedIn training and high-level, strategic writing execution...

...can feel like another full-time job.

I'm here to remove this burden.

HI! I'M TARA ⬇️

The Original LinkedIn Ghostwriter + Founder of Happy Words. 

My 20+ year career as an award-winning editor, writer + leader gives me a unique understanding of not only what it takes to leverage content in a digital world...

But also what it takes to work with impactful leaders—in the REAL world.

After scaling to 30K+ followers + driving well more than 6-figures of revenue solely from my LinkedIn as THE Original AND highly sought-after LinkedIn Ghostwriter...

My career evolved to building Happy Words: A writing, consulting + training team that supports executives like you.

I’ve since been featured in Business Insider, Vox and Morning Brew as a LinkedIn Ghostwriting industry expert and have spoken at events + workshops while appearing on dozens of podcasts.

This truly sets me apart as I can both appreciate + serve busy executives who desire to impact others through their LinkedIn presence.

Executives—like you.

Bottom line:

You were made to lead, not exhaustively create a LinkedIn presence.

I'm here to help you expand your influence, grow your presence and stand out as the authoritative thought leader you ARE.

LET'S CHAT. HERE TO SERVE YOU ⬇️
Serving individuals, founders, execs, teams + companies:

1. CONTENT: LinkedIn Post Strategy + Ghostwriting
2. WORKSHOPS: LinkedIn Mastery Workshop + Workbook

---

So, that's a little bit about who I am, what I built (for years) and how I've served countless leaders (like you!) on LinkedIn.

I am ALWAYS up for a chat in the DMs. So...

Drop me a note.
Say hi.

DMs always open.
Cheering for you!

- T

Executive LinkedIn + Leadership Trainer

I help executives, companies and teams build their LinkedIn reputation at scale.

------

Leading is a full-time job.
Exhaustively figuring out LinkedIn shouldn't be.

No matter if you are looking to build your executive personal brand on LinkedIn, bring visibility and opportunity to you, your company or team or create an employee advocacy program, I can help you achieve it all.

You were created to lead — not spend your time writing for LinkedIn.

Let’s work together to bring YOU, your business, your team and your company to those who need it the most.

🔥 Expand your influence. Grow your reputation. Ignite your opportunities.🔥

3 WAYS I CAN HELP YOU ⬇️

1. LinkedIn GHOSTWRITING:
Writing WITH you + AS you is what I'm known for.
DM or email for information, packages and availability.

2. LinkedIn 1:1 + Corporate TRAINING:
From corporate workshops to 1:1 consulting + employee coaching, I've worked with the best to leverage LinkedIn.

Shoot me a DM to design your session now.

3. LinkedIn Brand CONSULTING + COACHING:
Whether you are looking for an all-encompassing LinkedIn strategy that works or need a professional editor's eyes on your (or your team’s) posts, I'm your guide to help you along the way. 

Shoot me a DM to discuss a Coaching or Consulting plan or visit me here:

tara@happywordssell.com
www.happywordssell.com

taplio

The Battle

Mando Sallavanti III, CFP®, CEPA, ChFC®

Tara Horstmeyer

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