Sam Wood-Bednarz is a partner and lead advisor with North Berkeley Wealth and 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 on the client service team. His role quickly evolved to incorporate more of a focus on financial planning, and by 2016 he had become a lead advisor at the firm. In 2019, Sam stepped into the role of Director of Financial Planning, and in 2021 he became a partner of the firm.
Sam was born and raised in Pittsburgh, PA. He attended Oberlin College for his undergraduate training, and moved to Berkeley in 2008. Now a long-term transplant, Sam and his wife Ashley live in Richmond with their two black cats. Sam enjoys singing, playing music, and playing games with friends.
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.