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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement

Advisors near 98356

Out of 400,000+ nationwide

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Sean C

CFP®, CFA®, Series 63, Series 66

Morton, WA

FIT Financial Consulting LLC

Sean Cooper is a financial advisor at FIT Financial Consulting LLC in Morton, WA, holding CFP® and CFA® designations with 14 years of industry experience. He has operated FIT Financial Consulting since 2014. Outside of advising, he co-hosts a financial podcast and is the author of the book *The Truth About Investing: Back to Basics*. FIT Financial Consulting provides financial planning and portfolio management services to individual and high-net-worth clients, utilizing a combination of passive, Core + Satellite, and active investment strategies. The firm also offers customized portfolios and publicly shares performance results, a practice uncommon among independent advisors.

Active portfolio management Passive / index investing ESG / Sustainable investing Cash flow / budgeting
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Kenneth U

Series 66

Morton, WA

Edward Jones

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