Sam Rouman
With a wealth of experience in financial planning and investment strategy, Sam has carved a distinguished career as a leader in the wealth management profession. His commitment to integrity, transparency, and client success has earned him a reputation as a trusted advisor, providing tailored solutions that align with clients’ financial goals. He has dedicated his career to fostering deep relationships with his clients and encouraging and supporting them throughout the various chapters of their lives. Sam advises clients regarding all aspects of their comprehensive wealth management needs including financial planning, investment management, risk assessment and management, tax planning and estate planning.
Sam serves as an Adjunct Professor, sharing his wealth of knowledge with the next generation of financial professionals. Sam stays abreast of the latest developments in the financial advisory profession and actively shares this knowledge with clients and associates. His passion for education extends beyond the traditional classroom, fostering a dynamic learning environment that encourages a spirit of inquiry. Recognizing the importance of mentorship, Sam actively guides aspiring professionals and entrepreneurs, emphasizing holistic personal and professional development.
For several years Sam has been active in providing pro-bono advice, working with individuals with limited means for obtaining quality financial advice, and also with retired members of the armed forces to provide quality, meaningful, assistance to those who cannot afford to hire a traditional advisor.
Sam has been repeatedly recognized as a recipient of the annual Five Star Professional Wealth Managers award (2019, 2020, 2021, 2022, 2023).Outside of his professional career, Sam enjoys spending time with his wife and daughter, extended family and friends. He is an avid reader and lifelong learner who immerses himself in various subjects from reading, music, and the outdoors, which fuels his intellectual curiosity and contributes to his well-rounded perspective.
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