Sam is a lead advisor with the firm who serves as Director of Financial Planning. Through comprehensive financial planning and investment management, Sam provides his clients with a sense of confidence and security in their financial lives and helps them make sound decisions as life happens. Sam’s talent for process development is indispensable in improving the firm’s financial planning practices.

Prior to joining North Berkeley, Sam worked as the Faculty Assistant at the Wright Institute, a graduate school of clinical psychology in Berkeley. During that time, Sam became fascinated with personal financial planning, and after completing the UC Berkeley CFP certification program, he joined North Berkeley in 2013.

Having grown up in Pittsburgh, PA, Sam had never been west of Iowa until he moved to Berkeley just after college. Now a long-term transplant, Sam and his wife Ashley are deeply rooted in the East Bay and appreciate everything our wonderful region offers.

Education, Certifications, & Affiliations

  • CFP® (CERTIFIED FINANCIAL PLANNER™) certification
  • B.A. in History, Oberlin College
  • Member, Financial Planning Association (FPA)

The Certified Financial Planner Board of Standards owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

More About Sam

Outside of work I like to…
to sing, play guitar and piano; play board games and video games; read; and spend time with friends and loved ones.

I chose to become an advisor because…
it allows me to build deep personal relationships with my clients while exercising my analytical side.