Working with clients collaboratively, Sam designs financial plans that encompass each family’s unique retirement, estate, and investment planning needs, bringing creative solutions to the table that help develop their financial goals while giving them more time to focus on enjoying the things that matter.

He brings over a decade of industry experience and holds the CERTIFIED FINANCIAL PLANNER™ designation, in addition to FINRA Series 7 and 66 licenses.

Previous Experience

  • Senior Wealth Strategy Associate at UBS
  • Associate at Winged Keel Group
  • Senior Financial Planner at Goldman Sachs

Education & Credentials

  • BBA, University of California – Riverside, Finance, minor in economics
  • CERTIFIED FINANCIAL PLANNER™
  • Series 7 and 66 licenses

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.