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Sam Weining, CFP®, CIMA®, MBA

Senior Associate

Louisville

Client Advisory

Biography

Sam is a Senior Associate in the Louisville office. He specializes in holistic financial planning, helping individuals and families align their financial decisions with their life goals.

Prior to joining Cerity Partners, Sam was a Portfolio Consultant at Mercer Advisors, where he specialized in portfolio construction for clients.

In his spare time, Sam likes to play golf, work out, and travel.

Learn more about my practice.

Education

  • Bachelor's of Science in Business Administration from Campbellsville University
  • MBA in Business Administration from Campbellsville University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst®

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Learn about our Privacy Policy

By submitting the form, 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.