Direct booking

firm logo

Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Advisors near 92020

Out of 400,000+ nationwide

firm logo

Grant K

Series 7, Series 66

La Mesa, CA

OSAIC

Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.

General retirement planning Life insurance needs analysis College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Self-Employed Approaching retirement Mid-Career Professionals
user avatar
firm logo

Scott S

Series 63, Series 65

San Diego, CA

Conscious Investment Services, LLC

Options & derivatives strategies Active portfolio management Real estate investing Tax-loss harvesting
user avatar

Frederick P

Series 65

Poway, CA

Pearson, Frederick, Norman Jr.

Income planning Active portfolio management
user avatar
firm logo

Lee T

Series 65

San Diego, CA

HEDGEWISE

Active portfolio management Tax-loss harvesting Options & derivatives strategies
user avatar
firm logo

Kyle T

ChFC®, Series 66

La Mesa, CA

Tweet Management Services, Inc.

General estate planning guidance Cash flow / budgeting
user avatar

Rajiv R

Series 63, Series 65

San Diego, CA

Colva Capital LLC

General estate planning guidance Tax strategies for small businesses Wealth management Founder/Business Owner
user avatar
firm logo

John M

Series 65

Poway, CA

Engineering Financial Independence, Inc.

Options & derivatives strategies Active portfolio management Engineering Professional FIRE (Financial Independence Retire Early)
user avatar
firm logo

Robert L

Series 63, Series 66

San Diego, CA

Torrey Wealth, LLC

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning Tax-loss harvesting
user avatar
firm logo

Earl W

Series 66

San Diego, CA

Spirit Global Investment Advisors, LLC

Private / alternative investments Tax-loss harvesting Real estate investing Founder/Business Owner Executive
user avatar
firm logo

Christopher R

CFP®, Series 65

San Diego, CA

Tempus Pecunia

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.