Broker Check
Salim Boutagy, CFP®, CPWA®

Salim Boutagy, CFP®, CPWA®


Salim joined MONECO Advisors in January 2023, bringing 15 years of experience along with him. Salim started his journey in the industry in 2007, working as a paid intern at a Wall Street brokerage firm during his senior year in college. Shortly after graduation in June 2008, Salim experienced an exceptionally challenging time during the Financial Crisis of 2008. It was during this "baptism by fire" that Salim began to appreciate the value a trusted financial advisor can provide to clients. Since then, Salim has dedicated himself to advancing his knowledge and understanding of financial planning and advice. Building upon his BS in Finance from Fordham University, he earned his CERTIFIED FINANCIAL PLANNERTM designation in 2016 and his Certified Private Wealth Advisor® certification in 2020.

Beyond pursuing professional certifications, Salim joined the Financial Planning Association of CT to network with and learn from senior advisors in the industry. After 7 years of service on the FPA board, Salim was recently named President of the FPA of Connecticut for 2023. What drives Salim are his client relationships and always striving to stay abreast of the ever-changing financial landscape in an effort to consistently provide the best advice.

Outside of work, Salim enjoys spending time with his wife, Ashley, their children, Blake and Juliet. Salim and his family love living in Trumbull and being a part of the great community that it offers. Salim loves to volunteer as a coach for his son Blake's Tee-ball and Rec basketball leagues in town. Salim's other favorite things to do (in no particular order); being outdoors at every opportunity, going to live music & comedy shows with his wife, attending sporting events, whiskey, steak dinners, and Friday night pizza/movie with his kids.

Get to Know Salim...

Favorite part about working at Moneco: Being part of a team where I can deliver the best possible experience to my clients

Favorite thing to do outside of work: Spending time with my beautiful family

What I enjoy most about what I do: Being entrusted by my clients to advise them on something so deeply important to them as their financial well-being. It's an honor and responsibility that I take very seriously

Biggest challenge: The dynamic nature of being a financial advisor and the ever-changing landscape of it


Quotation: “How long are you going to wait before you demand the best for yourself?” - Epictetus

Vacation: Anywhere with warm weather and a beach

TV Show: The Simpsons

Music: I have such a diverse music taste, but lately have been listening to the Totally Stress Free playlist on Spotify

Sports Team: New York Yankees