Sam brings energy, curiosity, and a genuine passion for helping people achieve financial clarity. Recently passing the CERTIFIED FINANCIAL PLANNER™ exam, he blends technical expertise with a grounded, approachable style that puts clients at ease. Sam also holds his FINRA Series 66 license and is a licensed life and health insurance agent.
As a Paraplanner, Sam supports the firm’s planning and investment processes, works closely with senior advisors, and builds relationships with clients as they navigate key financial transitions. Clients appreciate his ability to simplify complex ideas and his commitment to always showing up prepared, thoughtful, and ready to help.
Sam’s role continues to expand as he develops deeper expertise and contributes to the firm’s multigenerational planning experience.
The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Tax planning services provided by Jacob Nuno through i*file Tax Planning and Preparation Services are separate and unrelated to Commonwealth.
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