Who is Luis Alberto Salinas?
Hi, I'm Luis Alberto Salinas. After spending years in the corporate world, I realized that true financial freedom isn’t just about growing wealth—it’s about giving people back their most valuable resource: time. I left the corporate structure to create Salinas Wealth
Management, where my focus is on helping medical and tech professionals secure their financial future while freeing them to focus on what matters most.
Luis Alberto Salinas, CFP®, ChFC®, CLU®
Wealth Management Advisor | Founder
My Mission is Simple
To provide personalized, fiduciary financial planning that not only aligns with your visions and values but also gives you the peace of mind and time to thrive in your career and personal life.
I Stand By My Core Values
Fiduciary
Innovation
Accountability
Good Works
What sets me apart?
I don’t just manage wealth—I help you make the most of your time. I provide more than just advice; I provide solutions that fit your lifestyle, freeing you from the daily grind of financial management so you can focus on your career, family, and passions.
As a fiduciary advisor, my focus is purely on your success—so you can trust that every recommendation is made with your best interests at heart
How my SecurePath Planning™ Approach Works
Introduction Meeting:
Before diving into the planning process, we start with an introductory meeting. This is where we get to know each other, discuss your goals, assess where you are today, and determine if we’re the right fit to work together.
PHASE 1: Building Your Financial Foundation
Once we decide to partner, Phase 1 begins. Here, I conduct a comprehensive review of every aspect of your financial life. I then craft a tailored financial plan that addresses your unique needs and opportunities. We’ll go through this plan together, and I’ll start implementing the strategies that set the foundation for your financial future.
PHASE 2: Enhancing and Protecting Your Wealth
In Phase 2, we delve into the critical areas of risk management and estate planning. I collaborate closely with key professionals such as estate planning attorneys and CPAs to ensure that all facets of your plan are aligned and working together to protect your legacy.
Ongoing Review: Evolving with You
Your financial plan isn’t static—life changes, and so should your plan. That’s why I commit to reviewing your plan annually to keep it aligned with your evolving goals and circumstances.