Sam Whelan, Cfp® Email and Phone Number
Sam Whelan, Cfp® work email
- Valid
Sam Whelan, Cfp® personal email
I joined the team at Flynn Wealth Partners in April 2022. Prior to joining the team I was with Auto-Owners Insurance as an Underwriting Analyst. I am a Certified Financial Planner (CFP) who aims to continuously expand my knowledge and skills to ensure the highest level of expertise in delivering financial guidance.
Flynn Wealth Partners
View- Employees:
- 3
-
Financial AdvisorFlynn Wealth Partners Aug 2024 - PresentEast Lansing, Michigan, United States -
Financial Planning AnalystFlynn Wealth Partners Jun 2022 - Aug 2024East Lansing, Michigan, United StatesSecurities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Flynn Wealth Partners are separate entities from LPL Financial.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. -
Underwriting AnalystAuto-Owners Insurance Mar 2018 - Apr 2022Lansing, Michigan, United StatesUnderwrite, submit, approve or pend coverage amounts and premiums, and present decisions to management. Monitor existing policies for compliance with company guidelines. Manage underwriting territory and select new business based on analysis of their profitability.
Sam Whelan, Cfp® Education Details
-
Criminal Justice
Frequently Asked Questions about Sam Whelan, Cfp®
What company does Sam Whelan, Cfp® work for?
Sam Whelan, Cfp® works for Flynn Wealth Partners
What is Sam Whelan, Cfp®'s role at the current company?
Sam Whelan, Cfp®'s current role is Financial Advisor at Flynn Wealth Partners.
What is Sam Whelan, Cfp®'s email address?
Sam Whelan, Cfp®'s email address is sw****@****nwp.com
What schools did Sam Whelan, Cfp® attend?
Sam Whelan, Cfp® attended Ferris State University, East Lansing High School.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial