an Office of Garrett Investment Advisors, LLC
Samuel K. Swenson, CFA, CPA
Sam is a CFA charterholder and New York State Certified Public Accountant who has worked in the financial services industry since 2010. He began his career at Goldman Sachs as a hedge fund controller in the fund-of-funds group, focusing on accounting and financial reporting. In 2015, he transitioned to a client advisory role at Credit Suisse, which later became absorbed by Wells Fargo Advisors.
- MBA in Accounting and Finance, Cornell University
- BA in Economics and Environmental Studies, Amherst College
Sam is passionate about creating independent, ethical and objective financial plans on a Fee-Only basis, with a specific focus on those to whom traditional financial advisory services are inaccessible. Sam is also specifically interested in working with millennial clients that have broad financial planning questions that can be competently answered on an hourly or fixed-fee basis.
SKS Advisory Services
New York, NY 10128
Phone | 917-727-6096
Email | firstname.lastname@example.org
Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a Fee-Only SEC registered investment advisor. Tel: (910) FEE-ONLY. SKS Advisory Services may offer investment advisory services in the State of New York and in other jurisdictions where exempted.