Sam Gullette, CFP®, CLU®
Managing Director & Financial Planner
email@example.com (425) 698-1701 samuelgullette
Over my two decades of experience as a financial advisor, I have had the privilege of helping successful individuals, families, and business owners build, protect, spend, and transfer their wealth. It is my goal to establish a relationship with my clients over the course of decades; to walk alongside them and help them to live with a peaceful financial confidence. Together, we can help you to own your future.
I started this branch after years of success in the industry with the vision of providing financial planning as a true service. We all have our own dreams of our future and our own definitions of success, and it’s my belief that your financial plan and portfolio should be tailored to make those dreams a reality. I thoroughly enjoy getting to know my clients on a personal level, and find happiness in putting together the puzzle pieces that will allow them to enjoy their lives to the fullest, without the stress that money can often bring to life. It’s my goal that my clients always know they can trust me to have their back and their best interests at heart.
Outside of my work, my greatest joy is spending time with my incredible wife and three wonderful children. My second greatest joy is teeing off on the golf course with family and friends.
I’m eager to meet you, and for us to start down the path to peaceful financial confidence together.