AeroLeads people directory · profile
Sam Boyd, Cfp® Email & Phone Number
President and Founder
at
Confido Advice & Investments
1 work email found
@capitalamg.com
5 phones found area 571, 703, 800, and 240
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
President and Founder
Location
New Alexandria, Virginia, United States
Company size
Who is Sam Boyd, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sam Boyd, Cfp® is listed as President and Founder at Confido Advice & Investments, a with 348 employees, based in New Alexandria, Virginia, United States. AeroLeads shows a work email signal at capitalamg.com, phone signal with area code 571, 703, 800, 240, and a matched LinkedIn profile for Sam Boyd, Cfp®.
Sam Boyd, Cfp® previously worked as President & Founder at Confido Advice & Investments and Board of Directors at Financial Planning Association (Fpa). Sam Boyd, Cfp® holds Bs/Ba, Finance from Christopher Newport University.
Company email context
Email format at Confido Advice & Investments
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*@capitalamg.com
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AeroLeads found 1 current-domain work email signal for Sam Boyd, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Sam Boyd, Cfp®
We serve forward-thinking and outcome-oriented leaders of families, leaders in business, and leaders in philanthropy so they can focus on what matters most, dream bigger, and lead their stakeholders with confidence.Our mission is to transform our clients into financial leaders by designing a clear vision and delivering a complete set of unique resources to help protect, preserve, and grow their wealth while expanding their view of what is possible.Confido seeks to simplify our clients’ lives by offering a seamless and fully integrated experience. We deliver access to financial planning, investment management, tax planning and preparation, and estate and trust services with the goal of realizing our clients’ vision while seeking to save them time, money, and stress. Our expertise, guidance, and resources seek to provide our clients with the confidence and clarity to believe in, achieve, and share their dreams with those people and purposes that matter most to them. Investment Advisory Services are offered through MarinerPlatform Solutions (MPS), a SEC Registered InvestmentAdviser. Confido Advice & Investments and MPS are not affiliated entities.
Listed skills include Certified Financial Planner, Financial Planning, Retirement Planning, Financial Advisory, and 29 others.
Current workplace
Sam Boyd, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Confido Advice & Investments
8 roles
Sam Boyd, Cfp® work experience
A career timeline built from the work history available for this profile.
President & Founder
Current
Confido Advice & Investments
Core Values: 1. Be a Leader - To lead is to serve, and to serve is to love. 2. It's nice to be important, but it's more important to be nice - You meet the same people on the way up that you do on the way down. 3. If you want to be trusted, be honest - No legacy is so rich as honesty. 4. Be present - it is a gift - The best way to predict the future is to create it, one day at a time. 5. Do your best work, always - There are no shortcuts. Chop your own wood, and it will warm you twice.
Sep 2024 - Present
Board Of Directors
CurrentCurrent: President of the FPA NCAPrevious: Treasurer - Executive Committee for the Financial Planning Association National Capital Area Chapter, Sponsorship Co-Chair for the Financial Planning Association National Capital Area Chapter & Public Relations and Awareness Director for the Financial Planning Association National Capital Area Chapter
Nov 2016 - Present
Senior Vice President
Samuel P. Boyd, CFP® | Senior Vice PresidentCapital Asset Management Group, Inc.main line: 240.482.4000 | direct line: 240.482.40021000 Potomac St. NW, Suite 300Washington, DC 20007 Securities licensed associates of Capital Asset Management Group Inc. are Registered Representatives offering securities through Cambridge Investment Research, Inc. A Broker/Dealer. Member FINRA/SIPC. Licensed administrative associates do not offer securities. Investment advisory licensed associates of Capital Asset Management Group Inc. are Investment Advisor Representatives offering advisory services through Capital Investment Advisors, Inc. A registered investment advisor. Capital Asset Management Group and Capital Investment Advisors are separate and unrelated companies from Cambridge.
Feb 2013 - Sep 2024
Apr 2020 - Jan 2024
Director Of Operations And Business Development
Director of Operations and Business Development The financial advisors at Krekeler Brower Wealth Advisors are registered with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please see the website section above. The LPL Financial registered representatives associated with Krekeler Brower Wealth Advisors may only discuss and/or transact business with residents of the following states: VA. 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.
Jun 2010 - Feb 2013
Investment Associate
Peninsula Wealth Management Team (Independent Bd/Ria)
Associate Financial Advisor
Aug 2009 - May 2010
Legal Intern
Participated in and facilitated the preparation, execution and administration of agreements, contracts and other legal documents. Research and analyze law sources such as statutes, recorded judicial decisions, legal articles, treaties, constitutions and legal codes.
Mar 2008 - Aug 2008
3 education records
Sam Boyd, Cfp® education
Bs/Ba, Finance
Christopher Newport University
Education record
Annandale High School
Education record
Montessori
FAQ
Frequently asked questions about Sam Boyd, Cfp®
Quick answers generated from the profile data available on this page.
What company does Sam Boyd, Cfp® work for?
Sam Boyd, Cfp® works for Confido Advice & Investments.
What is Sam Boyd, Cfp®'s role at Confido Advice & Investments?
Sam Boyd, Cfp® is listed as President and Founder at Confido Advice & Investments.
What is Sam Boyd, Cfp®'s email address?
AeroLeads has found 1 work email signal at @capitalamg.com for Sam Boyd, Cfp® at Confido Advice & Investments.
What is Sam Boyd, Cfp®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 571, 703, 800, 240 for Sam Boyd, Cfp® at Confido Advice & Investments.
Where is Sam Boyd, Cfp® based?
Sam Boyd, Cfp® is based in New Alexandria, Virginia, United States while working with Confido Advice & Investments.
What companies has Sam Boyd, Cfp® worked for?
Sam Boyd, Cfp® has worked for Confido Advice & Investments, Financial Planning Association (Fpa), Capital Asset Management Group, Community Residences, Inc, and Krekeler Brower Wealth Advisors Llc.
How can I contact Sam Boyd, Cfp®?
You can use AeroLeads to view verified contact signals for Sam Boyd, Cfp® at Confido Advice & Investments, including work email, phone, and LinkedIn data when available.
What schools did Sam Boyd, Cfp® attend?
Sam Boyd, Cfp® holds Bs/Ba, Finance from Christopher Newport University.
What skills is Sam Boyd, Cfp® known for?
Sam Boyd, Cfp® is listed with skills including Certified Financial Planner, Financial Planning, Retirement Planning, Financial Advisory, Comprehensive Wealth Management, College Savings Plans, Asset Management, and Asset Allocation.
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