Sam Gullette, Certified Financial Planner™, Clu®

Sam Gullette, Certified Financial Planner™, Clu® Email and Phone Number

Financial Advisor, Equity Comp Specialist, & WestStar Prosperity Group Owner / CEO @ WestStar Prosperity Partners
Sam Gullette, Certified Financial Planner™, Clu®'s Location
Issaquah, Washington, United States, United States
About Sam Gullette, Certified Financial Planner™, Clu®

I help my clients to master their equity plans, build wealth and retire when they want to. I also help other advisors to build their practices and help their clients thrive.I decided early on in life to be in control of what I earned for my family, and to advise others on doing the same for theirs. For these reasons I founded the business that was rebranded WestStar Prosperity Partners in 2021. I’ve always believed that professional financial advice is the key to both a prosperous future and overcoming personal barriers that hold us back. True freedom brings a sense of joy in making astute decisions and knowing where you’re heading. I also believe that when we help others grow, we grow ourselves. For this reason, I am the CEO and co-owner of the WestStar Prosperity Group, a financial advisor enablement group that helps 60+ advisors and practices achieve their personal, practice and professional growth.As a financial planner, I get to know my clients on a personal level. To them I’m the co-pilot who they trust to help them take control of their stock programs, build wealth and avoid stress. We work together to manage their investments and their plan of retiring with a lifestyle they work so hard to attain. My incredible wife Gena and I love raising our three children and going to all their events and activities. Outside of work, I love to play golf, ski, and mountain bike.Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Sam Gullette, Certified Financial Planner™, Clu®'s Current Company Details
WestStar Prosperity Partners

Weststar Prosperity Partners

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Financial Advisor, Equity Comp Specialist, & WestStar Prosperity Group Owner / CEO
Sam Gullette, Certified Financial Planner™, Clu® Work Experience Details
  • Weststar Prosperity Partners
    Certified Financial Planner
    Weststar Prosperity Partners Jun 2021 - Present
    Issaquah, Washington, Us
    At WestStar Prosperity Partners, we provide the professional financial planning and investment management services our Pacific Northwest clients need to pursue their best life with confidence and clarity. We guide and mentor our clients on how to build secure financial foundations for tomorrow, accumulate and protect their wealth, and turn their life’s work into a rewarding retirement. We do it in a way that meets their needs and helps them grow.WestStar Prosperity Partners’ team of fiduciary professionals assists our clients in developing and implementing holistic financial plans that target their personal and business financial planning, investment planning, tax planning, risk management, and retirement planning goals. Clients trust WestStar Prosperity Partners for crafted solutions to optimizing their stock compensation and investment portfolio management, college funding, mutual funds, charitable giving, estate planning, and more. We pride ourselves on our enduring relationships and in helping clients bring their dreams to reality. WestStar clients feel secure in the decisions they make, and in the care we take to manage their personal and family prosperity. Contact us today and let’s talk about making the most of your tomorrow.
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  • Weststar Prosperity Group
    Chief Executive Officer And Co-Owner
    Weststar Prosperity Group Feb 2022 - Present
    Clackamas, Oregon, Us
    WestStar Prosperity Group is the 360°enablement partner to over 50 financial advisors and firms across the Western United States. We offer them personalized advice, support, leadership, and resources to grow their practices and become better business owners.WestStar provides the tools and proven processes to reduce complexity, promote efficiency, and make it easier and more profitable to do business. By streamlining practice management, business development, compliance, and marketing, we help advisors free up time to focus on growth. We support advisors and firms through all stages of their business growth, from hiring administrative staff, to implementing scalable practices and setting the platform for a prosperous and seamless exit. WestStar’s professional advisor network offers a collaborative team environment in which the sharing of winning ideas, experience, and best practices target advisor growth and prosperity.With WestStar Prosperity Group, you get the best of all worlds - an experienced 360° enablement partner alongside; the business, branding, and marketing platforms to drive performance; a professional advice network to team up with, and the full backing and support of our Broker-Dealer, Cetera.Contact us today and let’s talk about making the most of your future.
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  • Weststar Financial Group
    Chief Executive Officer And Co-Owner
    Weststar Financial Group Jan 2015 - Feb 2022
    WestStar is a community of independent financial advisors in Washington, Oregon, and California. Our advisors are proud to be independent and not alone. WestStar advisors have a support network of fellow advisors to learn from, lean on and grow with.We believe connection is the cornerstone of our business. Each of our advisors has unique talents, experience, and aspirations. Knowing our advisors as individuals is important to us and is what allows us to tailor our support to meet individual business needs. Our goal is to build and maintain close relationships with every one of our advisors and know their business inside and out.Teams are built on trust by consistently being there for each other. We help our advisors prepare for the unexpected by having death and disability succession plans in place to protect their spouses, families, and clients.
  • Voya Financial Advisors, Bellevue
    Financial Planner And Registered Principal
    Voya Financial Advisors, Bellevue Aug 2010 - Jun 2021
    At the Bellevue branch of Voya Financial Advisors, we work with young families, established professionals, business executives and business owners to help them build, protect, spend and transfer their wealth. We are an independent group of financial advisors committed to helping people feel proud of the financial decisions they make. We provide education, guidance and comprehensive financial planning.
  • Axa Advisors, Llc
    Vice President
    Axa Advisors, Llc May 2002 - Aug 2010
    New York, Ny, Us
    Advice from a trusted financial professional can help people make better financial decisions, achieve goals and prepare for life’s changes. Whether you choose an AXA Advisors financial professional or one from another firm, they should have the facts, research, insights, and strategies to help you work toward your goals. Should you choose to work with an AXA Advisors financial professional, they’ll work with you however you feel most comfortable, and break down financial concepts and decisions into small, manageable steps.
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  • Merrill Lynch
    Financial Planner And Retirement Plan Consultant
    Merrill Lynch Apr 2000 - Apr 2002
    New York, Ny, Us
    View

Sam Gullette, Certified Financial Planner™, Clu® Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Chartered Life Underwriter® (Clu®)
  • The American College Of Financial Services
    The American College Of Financial Services
    Certified Financial Planner® (Cfp®)
  • Financial Industry Regulatory Authority
    Financial Industry Regulatory Authority
    Finance And Securities
  • University Of Washington
    University Of Washington
    Business Administration

Frequently Asked Questions about Sam Gullette, Certified Financial Planner™, Clu®

What company does Sam Gullette, Certified Financial Planner™, Clu® work for?

Sam Gullette, Certified Financial Planner™, Clu® works for Weststar Prosperity Partners

What is Sam Gullette, Certified Financial Planner™, Clu®'s role at the current company?

Sam Gullette, Certified Financial Planner™, Clu®'s current role is Financial Advisor, Equity Comp Specialist, & WestStar Prosperity Group Owner / CEO.

What schools did Sam Gullette, Certified Financial Planner™, Clu® attend?

Sam Gullette, Certified Financial Planner™, Clu® attended The American College Of Financial Services, The American College Of Financial Services, Financial Industry Regulatory Authority, University Of Washington.

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