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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)

Top 30 financial advisors of 74 near 93440

Out of 400,000+ nationwide

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Iran Z

Series 66

Santa Maria, CA

Merrill

Iran Zaranda Velazquez is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1991, he has provided wealth management services to a diverse clientele through The Filsouf Cox Wealth Management Group, which serves clients across 25 states. His client base includes successful business owners, oil and gas executives, retirees, affluent women who have experienced divorce or loss of a spouse, and members of the medical community. Mr. Velazquez is a qualified Portfolio Advisor who assists clients in pursuing their investment objectives by recommending strategies from Merrill Lynch Wealth Management or approved third-party investment managers. His services include aligning investment and retirement planning with wealth transfer, education funding, and liability management. He meets clients according to their schedules and often visits their homes, offices, or hospitals to provide tailored support. He earned a bachelor's degree from West Texas AM University and holds the Personal Investment Advisor (PIA) designation. Fluent in Persian, Polish, and English, Mr. Velazquez is active in community organizations such as March of Dimes, Serra Club, Amarillo Downtown Lions Club, and St. Thomas The Apostle Church. Outside of work, he enjoys chess, football, music, soccer, spending time with his family, and traveling.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Inheritance planning Founder/Business Owner Oil & Gas Doctor or Medical Professional Retired Women Professionals Minorities Immigrants
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Kelly H

CFP®, ChFC®, Series 63

Solvang, CA

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management
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Thomas W

Series 63, Series 66

Lompoc, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner
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Elijah B

Series 66

Buellton, CA

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Founder/Business Owner Doctor or Medical Professional
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Leslie S

Series 66

Santa Ynez, CA

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management
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Jefferson L

Series 66

Santa Maria, CA

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management
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Joel B

Series 63

Buellton, CA

The J R Baker Group

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Jeffrey L

CFP®, Series 63

Solvang, CA

Financial Telesis Company

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Gregory S

CFP®, Series 63

Solvang, CA

G.C. Steele & Company

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Joseph L

Series 63, Series 65

Santa Barbara, CA

Lambert Capital Management

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