Sam Solgan
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Sam Solgan Email & Phone Number

LPL Financial Advisor at Bay Federal Credit Union
Location: Santa Cruz, California, United States 4 work roles 1 school
1 work email found @bayfed.com 4 phones found area 831 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email s****@bayfed.com
Direct phone (831) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Bay Federal Credit Union
Role
LPL Financial Advisor
Location
Santa Cruz, California, United States
Company size
171 employees

Who is Sam Solgan? Overview

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Quick answer

Sam Solgan is listed as LPL Financial Advisor at Bay Federal Credit Union, a with 171 employees, based in Santa Cruz, California, United States. AeroLeads shows a work email signal at bayfed.com, phone signal with area code 831, and a matched LinkedIn profile for Sam Solgan.

Sam Solgan previously worked as Associate Investment Advisor, CUSO Financial Services, L.P. at Bay Federal Credit Union and Financial Advisor at Wells Fargo Advisors. Sam Solgan holds Bachelor Of Science, Commerce (Economics) from Santa Clara University.

Company email context

Email format at Bay Federal Credit Union

This section adds company-level context without repeating Sam Solgan's masked contact details.

{first_initial}{last}@bayfed.com
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AeroLeads found 1 current-domain work email signal for Sam Solgan. Compare company email patterns before reaching out.

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Profile bio

About Sam Solgan

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Bay Federal Credit Union and Investment Services at Bay Federal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services at Bay Federal Credit Union, and may also be employees of Bay Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bay Federal Credit Union or Investment Services at Bay Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:- Not Insured by NCUA or Any Other Government Agency - Not Credit Union Guaranteed- Not Credit Union Deposits or Obligations - May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. CA Insurance License: #0I32797.Providing Financial Services to Members of Bay Federal Credit Union

Listed skills include Investments, Financial Analysis, Series 7, Analysis, and 10 others.

Current workplace

Sam Solgan's current company

Company context helps verify the profile and gives searchers a useful next step.

Bay Federal Credit Union
Bay Federal Credit Union
LPL Financial Advisor
capitola, california, united states
Website
bayfed.com
Employees
171
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Company profile
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4 roles

Sam Solgan work experience

A career timeline built from the work history available for this profile.

Associate Investment Advisor, Cuso Financial Services, L.P.

Bay Federal Credit Union

Capitola, Ca

My responsibilities include…

Feb 2013 - Apr 2019

Financial Advisor

Wells Fargo Advisors

In a partnership with one of the top Wells Fargo Advisors in Silicon Valleymanaged portfolios of 150+ households, totaling over $50M in assetsProvided detailed asset class and investment research that led directly to new client acquisition over $15M+ in two yearsAnalyzed individual client portfolios over on a monthly basis with the FA to determine if portfolio re-balances are neededWorked with specialists in banking, lending, and estate planning to find cross-sell product opportunitiesPromptly addressed and alleviated clients’ concerns in the current volatile markets Worked with operations in ongoing client transactions and requestsAttended several continuing education seminars to remain up-to-date on current market and economic issuesCold and warm called prospects to generate appointments for the Senior partnerCold called prospects to invite them to WFA seminarsExecuted several complex market trades including stocks, bonds, mutual funds, master limited partnerships, and exchange traded funds

Jan 2011 - Jul 2012

Intern

Wells Fargo Advisors

Provided research for portfolio investments and asset allocationsAnalyzed several sectors and companies using economic data and SEC filingsGathered information on client prospects using publicly available resourcesCreated customized pitch books that meet each prospects’ unique investment needsIntegrated client data using WFA client management software Reported to Vice Presidents of Investing

Apr 2009 - Dec 2010
Team & coworkers

Colleagues at Bay Federal Credit Union

Other employees you can reach at bayfed.com. View company contacts for 171 employees →

CK Collin Kaepernick Collin Kaepernick Colleague at Bay Federal Credit UnionCapitola, California, United States View → MP Melinda Pasquinucci Melinda Pasquinucci Colleague at Bay Federal Credit UnionBoulder Creek, California, United States View → LR Lupita Reyna Lupita Reyna Colleague at Bay Federal Credit UnionWatsonville, California, United States View → PP Pat Pfremmer Pat Pfremmer Colleague at Bay Federal Credit UnionSanta Cruz, California, United States View → FG Felisa Garcia Felisa Garcia Colleague at Bay Federal Credit UnionSan Francisco Bay Area, United States View → DB Dylan Beaman Dylan Beaman Colleague at Bay Federal Credit UnionSanta Cruz, California, United States View → DG Denise Gomez Denise Gomez Colleague at Bay Federal Credit UnionUnited States View → SM Sharine Martin Sharine Martin Colleague at Bay Federal Credit UnionScotts Valley, California, United States View → JM Jessica Mclennan Jessica Mclennan Colleague at Bay Federal Credit UnionSanta Cruz, California, United States View → RQ Rod Quartararo Rod Quartararo Colleague at Bay Federal Credit UnionSanta Cruz, California, United States View →
1 education record

Sam Solgan education

FAQ

Frequently asked questions about Sam Solgan

Quick answers generated from the profile data available on this page.

What company does Sam Solgan work for?

Sam Solgan works for Bay Federal Credit Union.

What is Sam Solgan's role at Bay Federal Credit Union?

Sam Solgan is listed as LPL Financial Advisor at Bay Federal Credit Union.

What is Sam Solgan's email address?

AeroLeads has found 1 work email signal at @bayfed.com for Sam Solgan at Bay Federal Credit Union.

What is Sam Solgan's phone number?

AeroLeads has found 4 phone signal(s) with area code 831 for Sam Solgan at Bay Federal Credit Union.

Where is Sam Solgan based?

Sam Solgan is based in Santa Cruz, California, United States while working with Bay Federal Credit Union.

What companies has Sam Solgan worked for?

Sam Solgan has worked for Bay Federal Credit Union and Wells Fargo Advisors.

Who are Sam Solgan's colleagues at Bay Federal Credit Union?

Sam Solgan's colleagues at Bay Federal Credit Union include Collin Kaepernick, Melinda Pasquinucci, Lupita Reyna, Pat Pfremmer, and Felisa Garcia.

How can I contact Sam Solgan?

You can use AeroLeads to view verified contact signals for Sam Solgan at Bay Federal Credit Union, including work email, phone, and LinkedIn data when available.

What schools did Sam Solgan attend?

Sam Solgan holds Bachelor Of Science, Commerce (Economics) from Santa Clara University.

What skills is Sam Solgan known for?

Sam Solgan is listed with skills including Investments, Financial Analysis, Series 7, Analysis, Retirement Planning, Public Speaking, Mutual Funds, and Portfolio Management.

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