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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

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.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Mid-Career Professionals Divorced

Advisors near 11576

Out of 400,000+ nationwide

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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Active portfolio management Options & derivatives strategies
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John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

Wealth management Passive / index investing General retirement planning
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Michael D

Series 65

Jericho, NY

Third Tier Wealth Management

Wealth management General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) General estate planning guidance
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Amir N

CFP®, EA

Huntington, NY

N Financial Plans

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Neil C

CFP®, Series 63

Bayside, NY

NGC Financial, LLC

Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Retirement income strategy
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Michael R

Series 66

Melville, NY

Mountain Creek Capital, LLC

Options & derivatives strategies Concentrated stock management
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Jonathan F

Series 63, Series 65, Series 66

Garden City, NY

Fischer Advisors LLC

Wealth management College savings (529s, UTMA, etc.)
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Siegfried H

Series 65

Albertson, NY

HF Advisory Services, LLC

Active portfolio management
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Sivaparvati T

Series 65

Floral Park, NY

Map to Your Wealth LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retired
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David G

Series 63, Series 65

Oyster Bay, NY

Cove Capital Management Inc.

Active portfolio management Options & derivatives strategies
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