Sam Rouman, AIF®, CFP®, CLU, ChFC

Chief Planning Officer // Senior Wealth Advisor

“I became interested in financial planning in college. Facing many of the financial challenges we all face; finding a job, paying back student loans, buying a car and saving for important items like a home, vacations, family and more – I was curious how people make decisions about their money. This led me to consider how I might be able to help others with these same challenges.”

// CONTACT: 952.563.6950

// CONTACT:

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.

// Sam Rouman, AIF®, CFP®, CLU, ChFC’s RECENT BLOG