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Biography

Sam is a Principal in the Los Angeles office of Cerity Partners.  He serves as a Financial Wellness Coach and also specializes in Executive Financial Counseling.  Sam has over 25 years of experience in financial planning, client management, and investment analysis with extensive expertise in 401(k) design.

Sam began his career in 1996 as an independent financial advisor providing comprehensive planning services to individuals and families.  In 2000, Sam joined Pension Architects in Malibu where he would become an expert in qualified retirement plans.  Pension Architects merged with Cerity Partners in January 2013.

 

 

Education

  • B.A in History and Political Science from University of California at Los Angeles (UCLA)

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Investment Fiduciary®
  • FINRA Series 7, 63, and 65 licenses
  • Licensed as a Life, Health, and Variable Life agent by the state of California
  • Holds a certificate in Financial Planning from Boston University

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Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.