Sam Rosen is a hardworking professional with a vast knowledge in the wealth management and financial investment industry. A graduate of Brigham Young University, where he earned a degree in finance, Sam has developed a deep expertise in asset management and financial planning. Earning his CFP®, ChFC, and RICP designations, Sam has an array of knowledge to help his clients in all the different stages of life. He has a love for his clients and a passion for helping them succeed in their life goals and ambitions. His true drive is being able to build deep connections and friendships with his clients!

Outside of work, Sam is a devoted family man. He enjoys spending time with his wife and two daughters, making family time a priority. When he’s not with his family, you can often find him on the golf course, indulging in his passion for the sport. His dedication to both his career and personal life makes him a well-rounded and respected figure in his community.