Sam Sosa, J.D.

Sam Sosa, J.D. Email and Phone Number

Senior VP Wealth Advisor @ SteelPeak Wealth
woodland hills, california, united states
Sam Sosa, J.D.'s Location
Santa Barbara, California, United States, United States
Sam Sosa, J.D.'s Contact Details

Sam Sosa, J.D. personal email

About Sam Sosa, J.D.

Sam Sosa, J.D. is a Senior VP Wealth Advisor at SteelPeak Wealth.

Sam Sosa, J.D.'s Current Company Details
SteelPeak Wealth

Steelpeak Wealth

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Senior VP Wealth Advisor
woodland hills, california, united states
Website:
spwm.com
Employees:
24
Sam Sosa, J.D. Work Experience Details
  • Steelpeak Wealth
    Senior Vp Wealth Advisor
    Steelpeak Wealth Mar 2024 - Present
    Santa Barbara, California, United States
    Wealth Advisor and fiduciary with a world class RIA focused on full service financial planning, retirement planning, estate planning and wealth management.
    View
  • Fidelity Investments
    Vice President, Financial Consultant
    Fidelity Investments Jan 2023 - Mar 2024
    Santa Barbara, California, United States
    View
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Jan 2017 - Dec 2022
    Santa Barbara, California Area
    View
  • J P Morgan Securities
    Private Client Advisor
    J P Morgan Securities Aug 2015 - Jan 2017
    Santa Barbara, California Area
    View
  • Jp Morgan Chase Bank N.A.
    Private Banker
    Jp Morgan Chase Bank N.A. May 2012 - Aug 2015
    Santa Barbara, California Area
  • Wells Fargo Bank
    Business Specialist
    Wells Fargo Bank 2007 - 2012
  • Sbypc
    President
    Sbypc May 2006 - Jan 2010
  • Real Estate
    Real Estate Consultant
    Real Estate Jan 2004 - Jun 2008
    View
  • Robinson'S May
    Buyer
    Robinson'S May Jun 2000 - Jul 2004

Sam Sosa, J.D. Education Details

Frequently Asked Questions about Sam Sosa, J.D.

What company does Sam Sosa, J.D. work for?

Sam Sosa, J.D. works for Steelpeak Wealth

What is Sam Sosa, J.D.'s role at the current company?

Sam Sosa, J.D.'s current role is Senior VP Wealth Advisor.

What is Sam Sosa, J.D.'s email address?

Sam Sosa, J.D.'s email address is sa****@****ail.com

What schools did Sam Sosa, J.D. attend?

Sam Sosa, J.D. attended Santa Barbara College Of Law, University Of California, Los Angeles.

Who are Sam Sosa, J.D.'s colleagues?

Sam Sosa, J.D.'s colleagues are Jai Bell, Cecilia Escobar, Brendan Finneran, Sarah Diaz, Joseph Auday, Cfp®, Crpc®, Ryan Saidi, Aif®, Josh Gelman.

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