Sam Sosa, J.D.
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Sam Sosa, J.D. Email & Phone Number

Senior VP Wealth Advisor at SteelPeak Wealth
Location: Santa Barbara, California, United States 9 work roles 2 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@fidelity.com
LinkedIn Profile matched
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Current company
SteelPeak Wealth
Role
Senior VP Wealth Advisor
Location
Santa Barbara, California, United States
Company size
24 employees

Who is Sam Sosa, J.D.? Overview

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Quick answer

Sam Sosa, J.D. is listed as Senior VP Wealth Advisor at SteelPeak Wealth, a with 24 employees, based in Santa Barbara, California, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Sam Sosa, J.D..

Sam Sosa, J.D. previously worked as Vice President, Financial Consultant at Fidelity Investments and Financial Consultant at Fidelity Investments. Sam Sosa, J.D. holds Doctor Of Law - Jd, Estate Planning from Santa Barbara College Of Law.

Company email context

Email format at SteelPeak Wealth

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*@fidelity.com
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Profile bio

About Sam Sosa, J.D.

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

Current workplace

Sam Sosa, J.D.'s current company

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SteelPeak Wealth
Steelpeak Wealth
Senior VP Wealth Advisor
woodland hills, california, united states
Website
spwm.com
Employees
24
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Company profile
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9 roles · 20 years

Sam Sosa, J.D. work experience

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

Senior Vp Wealth Advisor

Current
Steelpeak Wealth

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.

Mar 2024 - Present

Vice President, Financial Consultant

Fidelity Investments

Santa Barbara, California, United States

Jan 2023 - Mar 2024

Private Banker

Jp Morgan Chase Bank N.A.

Santa Barbara, California Area

May 2012 - Aug 2015

Business Specialist

Wells Fargo Bank
2007 - 2012 ~5 yrs

President

Sbypc
May 2006 - Jan 2010

Real Estate Consultant

Real Estate
Jan 2004 - Jun 2008

Buyer

Robinson'S May
Jun 2000 - Jul 2004
Team & coworkers

Colleagues at SteelPeak Wealth

Other employees you can reach at spwm.com. View company contacts for 24 employees →

LG Leonard Green Leonard Green Colleague at Steelpeak WealthLos Angeles, California, United States View → JC James Cordle James Cordle Colleague at Steelpeak WealthLos Angeles County, California, United States View → NM Nathan Mahgerefteh Nathan Mahgerefteh Colleague at Steelpeak WealthBeverly Hills, California, United States View → MR Morten Roness Morten Roness Colleague at Steelpeak WealthCalabasas, California, United States View → VA Vincent Amiot Vincent Amiot Colleague at Steelpeak WealthLos Angeles, California, United States View → BY Billy Yeh Billy Yeh Colleague at Steelpeak WealthLos Angeles, California, United States View → LK Lance Kinkead Lance Kinkead Colleague at Steelpeak WealthLos Angeles, California, United States View → BM Brian Matthews, Cfp® Brian Matthews, Cfp® Colleague at Steelpeak WealthLas Vegas, Nevada, United States View → MJ Michael Janis Michael Janis Colleague at Steelpeak WealthLos Angeles, California, United States View → MK Mark Koellner, Cfp®, Crpc® Mark Koellner, Cfp®, Crpc® Colleague at Steelpeak WealthDallas, Texas, United States View →
2 education records

Sam Sosa, J.D. education

Doctor Of Law - Jd, Estate Planning

Santa Barbara College Of Law
FAQ

Frequently asked questions about Sam Sosa, J.D.

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

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 SteelPeak Wealth?

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

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

AeroLeads has found 1 work email signal at @fidelity.com for Sam Sosa, J.D. at SteelPeak Wealth.

Where is Sam Sosa, J.D. based?

Sam Sosa, J.D. is based in Santa Barbara, California, United States while working with SteelPeak Wealth.

What companies has Sam Sosa, J.D. worked for?

Sam Sosa, J.D. has worked for Steelpeak Wealth, Fidelity Investments, J P Morgan Securities, Jp Morgan Chase Bank N.A., and Wells Fargo Bank.

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

Sam Sosa, J.D.'s colleagues at SteelPeak Wealth include Leonard Green, James Cordle, Nathan Mahgerefteh, Morten Roness, and Vincent Amiot.

How can I contact Sam Sosa, J.D.?

You can use AeroLeads to view verified contact signals for Sam Sosa, J.D. at SteelPeak Wealth, including work email, phone, and LinkedIn data when available.

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

Sam Sosa, J.D. holds Doctor Of Law - Jd, Estate Planning from Santa Barbara College Of Law.

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