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Hey I'm Mando
I'm #25 at MassMutual for financial planning fees collected in 2024, the #1 Personal Finance Creator in the U.S. on LinkedIn as of May 2025 (Favikon), and I've helped over 70 families create a plan to build lasting wealth.
I'm not the advisor with the most experience, but if you’ve outgrown cookie-cutter advice... If you're tired of a disjointed financial team... If you want a real plan designed to help you control, grow, and protect what you’ve built...
I am dedicated to helping entrepreneurs and sales executives escape the rat race and build lasting wealth. If you're serious about building lasting wealth for your family...
Book a call with me.
P.S. I am not the right advisor for you if...
You are not in Big Tech making $250k+ of household income or an entrepreneur doing $1M+ revenue per year.
Entrepreneurs
Entrepreneurs with over $1 million in revenue, specifically, Service-Based Business Owners. You are at a financial crossroads and feel underserved by your current financial team.
Big Tech Professionals
Big Tech Professionals making over $250K in income. You are at a stage in life where you are looking for more than just a paycheck. You are seeking freedom.
Inheritance Recipiants
You're a recipient of inheritance, settlement, or just sold a business and have over $500K to invest.
Our Three-Step Process
Protecting your Wealth
Most people insure for the menial and not the catastrophic, which can prevent you from reaching your financial potential.
Evaluate and develop a strategy that ensures that you've got appropriate, comprehensive, cost-effective coverage. Identifying cost savings opportunities to free up cashflow that can be directed toward other wealth-building opportunities.
Cash Flow Strategy
Your cash flow shapes the possibilities for building wealth.
Putting structure to your cashflow to prioritize saving before you spend can create a powerful foundation for pursuing financial success.
Wealth Accumulation
With protection and cash flow optimized, we can focus on taking steps to accelerate your
wealth accumulation.
Our goal is not just to build wealth but to position you for a successful distribution phase where you can confidently enjoy the fruits of your planning.
Meet our Team
CRN202811-9800654
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Mando Sallavanti III, CFP®
- Founder & Head Financial
Planner
Mando is the founder of Freedom Path Wealth, where he helps high-earning professionals and entrepreneurs align their financial strategies with their life goals. He is driven by the belief that financial success should support your life, not limit it.
Mando Sallavanti III, CFP®
- Founder & Head Financial
Planner
He was recognized as one of MassMutual’s top 25 financial planners in 2024* and he prides himself on being responsive and results-driven while offering creative financial planning solutions to his clients. Mando brings a disciplined, client-focused approach to financial planning, and his clients appreciate that herefuses to accept "someday" as a financial strategy.
Mando Sallavanti III, CFP® - Founder & Head Financial Planner
With a strong presence on LinkedIn, Mando shares his insights on personal finance and business growth with a broad audience. He specializes in helping clients organize their cash flow, explore tax-efficient strategies, and consider investment options that support both current and future goals.
Mando Sallavanti III, CFP® - Founder & Head Financial Planner
Mando regularly speaks on podcasts and industry events across the country, where he discusses financial planning, personal branding, and the importance of balancing today’s lifestyle with tomorrow’s goals. He is dedicated to educating clients and peers, focusing on strategies that support both current needs and long-term objectives.
Mando Sallavanti III, CFP® - Founder & Head Financial Planner
Outside of work, Mando enjoys traveling with his wife and exploring new real estate opportunities.
* Recognition as a top 25 financial planner at MassMutual is based on financial planning fees collected in 2024.
Nicole - Executive Assistant & Operations Manager
Nicole is the operational backbone of Freedom Path Wealth. For over two years, she’s been the steady hand behind the scenes, helping turn ideas into reality and keeping everything running smoothly—from managing client insurance cases to handling the details that make our planning process work.
Nicole - Executive Assistant & Operations Manager
She takes care of the follow-through on underwriting, adds thoughtful touches like gifts and notes, and brings a systematic approach to help keep things organized. Most of what Nicole does happens behind the scenes, but clients often notice the difference in how things feel—whether it’s a smooth process or a personal touch.
Nicole - Executive Assistant & Operations Manager
Nicole oversees the firm’s operations and works to make sure clients have a positive experience. She’s great at creating order out of chaos and making sure things get done. If you’ve enjoyed working with Freedom Path Wealth, chances are Nicole played a big part in making it happen.
John - Associate Financial Planner
John joined Freedom Path Wealth in October 2025 as our technical specialist. He is fully licensed with his FINRA SIE, Series 7, and Series 66, and brings a detail-oriented approach to supporting our clients’ financial planning needs. John is dedicated to thoroughly researching recommendations and ensuring they are properly structured for implementation.
John - Associate Financial Planner
He assists with comprehensive financial planning tasks, including building plans in eMoney, structuring investment portfolios, processing securities applications, and helping to coordinate client transactions in the cashflow management system.
John - Associate Financial Planner
John’s background in systematic analysis and process improvement helps create strategies that are both thoughtful and well-organized. His role is to translate financial goals into actionable steps, providing clients with clarity and confidence in their plans.
If you’re interested in understanding the “how” and “why” behind your financial strategy, John is committed to making sure every detail is considered.
Does this sound like you?
You feel like you're paying too much in taxes no matter how well you plan.
You have a fragmented team of professionals who don’t communicate, creating inefficiencies.
Your entire financial strategy relies on your business.
You feel trapped in your job, and like you might have to work forever.
Testimonials
James Maloy
"He’s more like a friend who has your back, not just a financial guy."
“I was living paycheck to paycheck and knew there had to be a better way. I felt stressed out, overwhelmed, and like I was constantly drowning financially. I never felt ahead. I was trying to do everything on my own. Working with Mando was one of the best decisions I’ve ever made. He’s gotten me to a place I didn’t even know was possible. He truly cares—he’s more like a friend who has your back, not just a financial guy. You’re not just a number to him. People like Mando are rare—he’s real and genuinely invested in your success.”
Sam Brown
"Mando made everything feel easy."
“Before working with Mando, we were trying to save and invest on our own for years but never saw
the kind of progress we hoped for—it felt like we were stuck and unsure of what to do next. We had
worked with different advisors before, but the lack of responsiveness and transparency left us
frustrated and hesitant to trust again. Mando’s approach was different from the start—he was clear, communicative, and genuinely cared about our goals. He earned our trust quickly by being
consistent, transparent, and always showing up when we needed guidance. Mando made everything feel easy.”
PJ Valentini
"He could understand my position. He was not just trying to sell me products."
"Mando was a listener, and he could understand my position. He was not just trying to sell me products. Emotionally, I’m not looking over my shoulder anymore. That is impact! I feel better overall about my finances. I’ll be able to do things that I was not able to do before. If you are doing well and feel like you need some structure and a real plan on how to maximize your savings, or if you feel like me and feel like your money could be doing more for you and your family, then working with Mando is a no brainer."
*Samuel Brown CRN202705-8760411, James Maloy CRN202705-8760433 and Philip 'PJ' Valentini CRN202705-8760450 are current clients and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
Your Needs, Our Services
Frequently Asked Questions
Many business owners have a team, but often no one is truly leading that team. We would act as your financial quarterback, bringing cohesion to your team... your CPA, attorney, and other professionals. Rather than replacing them, we strive to enhance their effectiveness by aligning their efforts into a coordinated, tax-efficient plan consistent with your short- and long-term goals.
Not at all. We specialize in helping entrepreneurs generating $1M+ in revenue annually, but
many of our clients are in the $1M-$10M+ net worth range when factoring in their business value. What matters most is complexity, as we thrive where conventional advice often breaks down.
That is one of our primary goals. Our focus is building sustainable, proactive tax strategies
using legal structures, cash flow management and planning tools. If you’re writing big checks without new ideas, you might be overpaying.
That’s our specialty. We will work with you to create clear, customized strategies for your individual stock options and restricted stock units, and proactively taking steps to minimize your alternative minimum tax liability. While your accountant files your taxes; we will help you structure and execute a tax-efficient plan to make the most of your non-cash compensation.
We stay on top of latest industry standards and strictly adhere to all laws and regulations. All guidance offered utilizes IRS-compliant strategies and tools to help you keep more of what you earn.