Managing Partner
Current
Jul 2022 - Present
AeroLeads people directory · profile
Sam Eppy, Chfc® Cpfa® Email & Phone Number
Managing Partner I Financial Planner | Insurance | Wealth Management specializing in Lawyers, Law Firms and Business OwnersForbes Top Financial Security Professional
at
Levanti Wealth
1 work email found
@mycoastalwealth.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner I Financial Planner | Insurance | Wealth Management specializing in Lawyers, Law Firms and Business OwnersForbes Top Financial Security Professional
Location
Fort Lauderdale, Florida, United States
Who is Sam Eppy, Chfc® Cpfa®? Overview
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Quick answer
Sam Eppy, Chfc® Cpfa® is listed as Managing Partner I Financial Planner | Insurance | Wealth Management specializing in Lawyers, Law Firms and Business OwnersForbes Top Financial Security Professional at Levanti Wealth, based in Fort Lauderdale, Florida, United States. AeroLeads shows a work email signal at mycoastalwealth.com and a matched LinkedIn profile for Sam Eppy, Chfc® Cpfa®.
Sam Eppy, Chfc® Cpfa® previously worked as Managing Partner at Levanti Wealth and Financial Advisor, Registered Representative at Levanti Wealth. Sam Eppy, Chfc® Cpfa® holds Bachelor Of Business Administration (B.B.A.), Accounting from University Of Central Florida.
Company email context
Email format at Levanti Wealth
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*@mycoastalwealth.com
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AeroLeads found 1 current-domain work email signal for Sam Eppy, Chfc® Cpfa®. Compare company email patterns before reaching out.
Profile bio
About Sam Eppy, Chfc® Cpfa®
I have always been fascinated with numbers and finance. I also enjoy working with my clients other advisors- Lawyers, Accountants, Financial Advisors to coordinate the best plans/results for our clients. I find together we are able to do much more for our clients.I believe in comprehensive planning. I know that when I take in all of the pertinent facts from a client they are able to make a knowledgeable decision regarding their finances. With over a decade of experience in this business I have helped hundreds of clients meet their financial needs.Services:- Financial Planning (Comprehensive or Strategic/Focused)- Life, Disability Income and Long Term Care Insurance- Wealth Management and Investment Advisor Representative- Corporate Benefits (Group and Discriminatory)- Estate ConservationTo book a complimentary consultation please do so using www.calendly.com/sameppy/30min Or reach out via phone or emailOffice 954-271-7888Email s.eppy@eppygroup.comI have always been a big believer in giving back to the community (time and resources). I am currently on the Board of Directors of the Jewish Federation of Broward County serving on the executive board. I am also a board member of Jewish Family Home Care. I moved to Florida from Ohio in 1993 with my brother and my parents. I now live in Boca Raton with my wife Kelly, my two boys Benjamin and Nathan and our cat Claire. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 1221 Brickell Ave 3rd Floor, Miami, FL 33131 Phone: 786-491-7700. The Eppy Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies I am licensed to sell insurance in: FL, NY, OH, PA, SC, TX, WA, CO, DC, MD, NC and CA (CA Insurance License #0H74493 State of Domicile FL)I am licensed to sell securities in FL, NY, NC, CO, IL, OH and SC (State of Domicile FL)
Listed skills include Insurance, Leadership, Finance, Fixed Annuities, and 39 others.
Current workplace
Sam Eppy, Chfc® Cpfa®'s current company
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10 roles
Sam Eppy, Chfc® Cpfa® work experience
A career timeline built from the work history available for this profile.
Financial Advisor, Registered Representative
CurrentI focus much of my time on my own clients. I have been able to help many of my clients achieve their goals and in doing so have created a large client base of Attorneys, Medical Professionals, IT Executives and privately held business owners.
Jan 2010 - Present
Sales Manager
CurrentWhen I am not focused on my own clients, I help manage the rapidly growing business. , I wear many hats including managing the new advisors on the team, developing new strategic partnerships, and working on the teams operational systems.
Mar 2016 - Present
Operations Manager
When I joined the team directly out of college, I started from the bottom up trying to bring a fresh set of eyes to the business. I learned insurance case management from scratch. Spending many late night's analyzing the business to work efficiencies for the practice. Many of the strategic changes I created are still used daily by The Eppy Group team.- Processing (Insurance)-Delegate administrative responsibilities-Maintain Client Relationship Management System-Create and maintain efficiency systems
May 2009 - Jan 2010
Head Of Financial Planning
Current
Jul 2022 - Present
Managing Director
I have built a multi-faceted Financial Planning, Insurance, Wealth Management, and Corporate Retirement Plan practice and decided that it was time to help others looking for a career in finance. I am proud to support a team of financial services representatives and advisors on their journey to help others and build a successful business in finance.
Jan 2022 - Apr 2022
Investment Specialist
I support all the registered representatives and investment advisors currently affiliated with MassMutual Miami
Sep 2021 - Apr 2022
Financial Advisor
I have been associated with MassMutual and MassMutual Investor Services LLC as my career agency and broker/dealer since I started in the business.
May 2009 - Apr 2022
Founder
Soarin Scooters
Sam co-founded a scooter and motorcycle dealership in Orlando during his senior year of college. He claims that this is one of the greatest lessons life has ever brought him. Building this business from scratch was just the challenge Sam needed to wrap his head around business operations. His entrepreneurial spirit has been one of Sam's greatest strengths in business. If it were not for this attempt in business Sam would not be the visionary he is today!
Jan 2007 - Mar 2008
Founder
Soarin Scooters
Jan 2007 - Mar 2008
1 education record
Sam Eppy, Chfc® Cpfa® education
-
University Of Central Florida
FAQ
Frequently asked questions about Sam Eppy, Chfc® Cpfa®
Quick answers generated from the profile data available on this page.
What company does Sam Eppy, Chfc® Cpfa® work for?
Sam Eppy, Chfc® Cpfa® works for Levanti Wealth.
What is Sam Eppy, Chfc® Cpfa®'s role at Levanti Wealth?
Sam Eppy, Chfc® Cpfa® is listed as Managing Partner I Financial Planner | Insurance | Wealth Management specializing in Lawyers, Law Firms and Business OwnersForbes Top Financial Security Professional at Levanti Wealth.
What is Sam Eppy, Chfc® Cpfa®'s email address?
AeroLeads has found 1 work email signal at @mycoastalwealth.com for Sam Eppy, Chfc® Cpfa® at Levanti Wealth.
Where is Sam Eppy, Chfc® Cpfa® based?
Sam Eppy, Chfc® Cpfa® is based in Fort Lauderdale, Florida, United States while working with Levanti Wealth.
What companies has Sam Eppy, Chfc® Cpfa® worked for?
Sam Eppy, Chfc® Cpfa® has worked for Levanti Wealth, Coastal Wealth, A Massmutual Firm, Massmutual Miami, and Soarin Scooters.
How can I contact Sam Eppy, Chfc® Cpfa®?
You can use AeroLeads to view verified contact signals for Sam Eppy, Chfc® Cpfa® at Levanti Wealth, including work email, phone, and LinkedIn data when available.
What schools did Sam Eppy, Chfc® Cpfa® attend?
Sam Eppy, Chfc® Cpfa® holds Bachelor Of Business Administration (B.B.A.), Accounting from University Of Central Florida.
What skills is Sam Eppy, Chfc® Cpfa® known for?
Sam Eppy, Chfc® Cpfa® is listed with skills including Insurance, Leadership, Finance, Fixed Annuities, Strategic Financial Planning, Strategy, Disability Insurance, and Long Term Care.
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