Central West County
269 West Washington Street
San Diego, CA 92103
Mission Hills, Mission Valley, Linda Vista, Clairemont, Little Italy*
State registration: CA
CA Ins Lic #0I29358
Sam has been in the financial services industry since 2011. Prior to joining CUSO Financial Services, Sam held the position of financial advisor with Bank of America Merrill Lynch. He prides himself on always doing what is best for his clients. He is a Chartered Retirement Planning CounselorSM (CRPC®) and specializes in helping clients reach their retirement goals. In addition, Sam uses a holistic approach to financial planning that includes all aspects of his clients’ financial lives.
Born and raised in New York City, he moved to California in 2004. He earned his degree at the University of California San Diego, where he met his wife. Sam is actively involved with his church and enjoys spending time with his family, playing sports and playing the guitar.