Sam Rouman, AIF®, CFP®, CLU, ChFC
Chief Planning Officer // Wealth Advisor
Sam works with clients on an individual basis to learn about their specific needs and determine an appropriate financial plan that matches their goals, oversees the implementation of the plan and helps clients monitor how things are going. Over the course of time, Sam helps clients make any necessary adjustments to stay on course, even if that course might change.
Sam enjoys being engaged with his peers to continually learn new ideas and stay abreast of industry news and trends. For more than 20 years, Sam has been an active member of the Twin Cities Chapter of the Society of Financial Services Professionals. He is also a member of the Financial Planning Association, Twin Cities Estate Planning Council and the American Association of Individual Investors.
Sam holds a bachelor’s degree from the University of Michigan and a master’s degree from the University of St. Thomas. He is a CERTIFIED FINANCIAL PLANNER™, accredited investment fiduciary, chartered life underwriter and chartered financial consultant.