CERTIFIED FINANCIAL PLANNER™
Sam is a Registered Investment Advisor Representative, and is a wealth advisor specializing in financial planning, tax planning and retirement planning.
Responsible for client relationships and for ensuring client satisfaction as well as ongoing research and planning strategies. Sam works with the team at DechtmanWealth to ensure proper execution of each client’s financial plan and investment strategy.
Sam is a graduate from the University of Wisconsin-Madison with a B.B.A degree in Marketing; Risk Management & Insurance. For the past three years, Sam worked for large international money manager in downtown Chicago where his role was to assist financial advisors with their investment strategies for their clients.Sam is a CERTIFIED FINANCIAL PLANNER™, which is given to applicants who demonstrate mastery in all areas of the financial planning process, such as investment planning, retirement planning, estate planning, insurance planning, and professional conduct and fiduciary responsibility. Sam is among only a handful of advisors in the state of Colorado to hold the CFP® designation.