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.
- 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