Sam is a Principal in the Los Angeles office. He provides onsite support for plan sponsors to ensure compliance with fiduciary obligations and also delivers financial wellness coaching to clients.
Sam joined Pension Architects in 2011 and has worked in multiple areas of the firm’s operations, with a focus on client services and operations. He facilitated client-requested service and administrative changes to the plans as well as oversaw compliance, tracking, and reporting of plan operations. Pension Architects merged with Cerity Partners in January 2013.
Sam is an Accredited Investment Fiduciary® (AIF®) and a Chartered Retirement Plan Specialist (CRPS®).
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