Salim Boutagy

Salim Boutagy is a Partner at MONECO Advisors in Fairfield, CT, where he leads client engagements focused on comprehensive wealth management, investment planning, and strategic financial advice. In his current role, he services high-net-worth individuals, families, and business owners, providing guidance on wealth accumulation, retirement planning, tax-efficient investment strategies, and business succession.

He brings over 15 years of industry experience, having served as Private Wealth Advisor at MONECO Advisors and previously as Client Development, Wealth Advisor at Gratus Capital. Salim’s expertise spans a variety of asset classes including equities, fixed income, and alternative investments, with a particular emphasis on holistic financial planning and tailored investment solutions for complex client needs.

Salim holds degrees from Yale School of Management and Fordham University, reflecting his strong academic foundation in business and finance. He is recognized as a CFP® and CPWA® professional and has contributed to industry thought leadership as Chair & Past President of the FPA of Connecticut, demonstrating his commitment to advancing financial planning standards and education within the sector.