Sal DiTusa, MBA, CEPA - Wealth Advisor at Mueller Financial Services

Salvatore DiTusa, MBA, CEPA

Wealth Advisor

email Email phone Call contact_phone vCard search BrokerCheck

Professional Experience

Sal joined Mueller Financial Services as a Wealth Advisor in April of 2019 and brings 13 years of experience in the financial services industry. Prior to joining the firm, he worked on a Barron’s Top 100 advisory team where he helped manage $1.7 billion in private client assets with a focus on high net worth individuals. Prior to that Salvatore spent five years at Goldman Sachs where he helped financial intermediaries create fully optimized portfolios for wealthy individuals and institutional clients. While at Goldman, he also helped lead a distribution effort that resulted in over $1 billion raised for hedge funds, private equity funds and other pooled investment vehicles. As a Certified Exit Planning Advisory (CEPA), Salvatore works with business owners who seek to maximize the value of their business at the time of sale and minimize taxes. Sal works with the owner to pursue all his or her personal and financial goals in the process. He takes the time to understand the true goals of the client and custom tailors’ investment and insurance solutions that pursues their needs and goals. Other areas of focus are investment management, investment strategies, portfolio construction and retirement planning. Salvatore has deep experience working with large multinational investment banking and financial services companies. Key competencies include:

  • Portfolio review and analysis
  • Asset allocation recommendations
  • Emphasis on Trust and Estate Planning
  • Experience with health, life, property, and casualty insurance lines

Education & Certifications

  • B.S., Business Marketing, Northern Illinois University
  • MBA, Investment Management, DePaul University-Charles H. Kellstadt Graduate School of Business
  • Series 7 Registration, Held through LPL Financial
  • Series 66 Registration, Held through both IHT Wealth Management and LPL Financial
  • Certified Exit Planning Advisor (CEPA)

Professional and Civic Organizations

  • Associates for Corporate Growth (ACG), Member
  • Chicago NextGen Leadership Committee, Member
  • Northern Illinois University Alumni Coaching Program, Member