Sam grew up in Bulverde and was raised in the San Antonio area. While still in high school, he attended a PFP crash course at Texas Tech and fell in love with the financial planning process. Sam attended Texas Tech University the following year and graduated with a BS in Personal Financial Planning in May 2021.
After graduation, he moved back home to San Antonio to join the team at i•financial. In client service, Sam enjoys speaking with our clients and addressing their needs. He is always learning something new while working closely with Rachel, Jake, Denise, and Kevin.
In his free time, Sam enjoys being outdoors, watching movies, and hanging out with friends and family.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, MD, NC, NE, NM, NV, OR, PA, SC, SD, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. 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 Rivas at i•file Tax Planning and Preparation. i•financial and Commonwealth Financial Network® are separate and unrelated entities.
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