Meet Our Team

Photo of Shlomo Bassalian, CPFA, CLTC<sup>®</sup>

Shlomo Bassalian, CPFA, CLTC®

Financial Advisor and Founder of Solomon Bass Financial

Shlomo provides financial strategies for Individuals and Families that are tailor-made to meet their goals. He also provides different financial solutions for Businesses to help them achieve success. He doesn’t believe in the cookie-cutter approach. Everyone’s needs and goals are different and everyone needs a financial strategy to help them achieve those goals.

In 2006 he joined New York Life and his career took off from there. He’s a registered representative with NYLIFE Securities and an Investment Advisor Representative with Eagle Strategies LLC.

Shlomo has been listed on the 2022 Forbes Top Financial Security Professionals Best-in-State list. Since 2013, he’s qualified for the Million Dollar Round Table 8 times. He’s also qualified for Court of the Table and Top of the Table Membership. He is a member of the National Association of Insurance and Financial Advisors and the National Association of Plan Advisors. He has been invited to speak and train other professionals around the country.

Shlomo has served on numerous boards of synagogues and charity organizations. He used to also be a volunteer EMT for Hatzolah Volunteer Ambulance.

Shlomo currently lives in Great Neck, NY with his beautiful wife Emilia and their 10 children. While he’s not busy at work he’s very busy with his wonderful family.

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