Sal Sofia
Sal is the founder of Palm Beach Prosperity Partners with over three decades of time-tested financial, estate planning, income producing products and risk management solutions for individuals, business owners and high net worth families.
After building insurance agencies and training many financial professionals, Sal became an independent financial adviser in 2003 creating customized financial solutions, insurance, tax protection planning and products that match his clients specific objectives and goals, guiding them to be prepared for the many inevitable threatening situations that destroy what was planned for.
Sal believes in the mission, service above self and being held to a higher standard. As the producer and host of the Your Money Counts radio show in the NY area he has been featured as a guest and contributor in many insurance and financial media broadcasts and publications over the years. In addition to many insurance licenses he also holds a Florida real estate license. Sal resides in Boca Raton FL. with his spouse Denise and their 2 cats and chihuahua.
Learn more about the magic of being your own banker
We’ll treat you like family.
(Seriously! Our own family goes through this same process!)
We hate complicated financial jargon, so we don’t use it.
And we don’t think sharing what we know should cost you anything, so we don’t charge you, ever.
And if you’re not happy with your banking system, we’ll make it right.
We’re here to educate, not sell. And we truly love what we do. So much so that all of our money mentors personally practice “The Method."
You’ve got nothing to lose and everything to gain.
