Advisor at Fidelis Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelis Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelis Wealth Advisors
Location
Castle Rock, CO 80104
Credentials
CFP®, Series 63, Series 65, AIF®
Industry experience
25 years
Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ.
Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter.
Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress.
He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client.
PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.
0.35% to 1.25%
Fidelis Wealth Advisors LLC
2018 - Present (8 years)
Purshe kaplan Sterling Investments
2017 - Present (9 years)
Northwest Asset Management
2017 - 2018 (1 year)
Lpl Financial LLC
2009 - 2016 (7 years)
Gallacher Capital Management, LLC
2002 - 2017 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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