Samuel Fishelberg, CFP®
Senior Vice President
Working with clients collaboratively, Sam designs financial plans that encompass each family’s unique retirement 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 the FINRA Series 66 license.
He brings over a decade of industry experience and holds the CERTIFIED FINANCIAL PLANNER® designation, in addition to the FINRA Series 66 license.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
