Sam Laorenza Cfp®

Sam Laorenza Cfp® Email and Phone Number

Partner & Wealth Management Advisor, Omni Wealth Management with Northwestern Mutual @ Omni Wealth Management, Northwestern Mutual
Sam Laorenza Cfp®'s Location
Reading, Massachusetts, United States, United States
Sam Laorenza Cfp®'s Contact Details

Sam Laorenza Cfp® personal email

n/a
About Sam Laorenza Cfp®

"Someone's sitting in the shade today because someone planted a tree a long time ago." -Warren Buffett I believe this summarizes the importance of financial planning. We help our clients achieve their most important life and legacy goals. Although these goals are different for everyone, over 11 years of helping families with their planning, I've found it is important for most families to: • Educate their children and grandchildren • Retire with a lifestyle they will enjoy, without worrying about money • Pass on their financial legacy to their family and/or charity, organization or educational institution they care most about I have also found that the more financially successful a person or family becomes, the less time they have to devote to their financial planning. And many people have worked with advisors that helped with part of their financial picture, but they have lacked a true partner at the center of their financial life. A partner that understands their family's values and aligns all aspects of their financial world with those values. Our goal is to be that partner. www.samlaorenza.com

Sam Laorenza Cfp®'s Current Company Details
Omni Wealth Management, Northwestern Mutual

Omni Wealth Management, Northwestern Mutual

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Partner & Wealth Management Advisor, Omni Wealth Management with Northwestern Mutual
Sam Laorenza Cfp® Work Experience Details
  • Omni Wealth Management, Northwestern Mutual
    Partner & Wealth Management Advisor: Cfp®
    Omni Wealth Management, Northwestern Mutual Jan 2021 - Present
    Boston, Ma, Us
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  • Omni Wealth Management, Northwestern Mutual
    Co-Chair Diversity & Inclusion Council
    Omni Wealth Management, Northwestern Mutual Jan 2018 - Jan 2023
    Boston, Ma, Us
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  • Northwestern Mutual
    Wealth Management Advisor: Cfp®
    Northwestern Mutual May 2009 - Present
    Milwaukee, Wi, Us
    Sam relies not only on his own knowledge and experience but also on the expertise of a team of specialists available through the Network. Together, they can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let Sam know how he might be able to help you realize your vision for the future.Current Designations Include CFP®, RICP, CLU, Series 7, 65, 6, 63
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  • Commonwealth Honors College
    Advisory Board Member
    Commonwealth Honors College May 2013 - Present
    Sam is a member of the Advisory Board for the Commonwealth Honors College at Umass Amherst. The Board meets with the Dean of the Honors college to discuss issues of curriculum, academic and extra-curricular activities available to honors students, fundraising, diversity and inclusion, recruitment of top students nationally and internationally as well as improving the network for honors college graduates.
  • University Of Massachusetts Amherst
    Student Athlete
    University Of Massachusetts Amherst Sep 2006 - May 2010
    Amherst, Massachusetts, Us
    Sam was a four year varsity participant and a three year captain of the Track & Field team at Umass Amherst. He is currently #3 on the all time school performance list for the 500m dash.
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Sam Laorenza Cfp® Skills

Leadership Finance Microsoft Office Microsoft Excel Management Customer Service Financial Analysis Marketing Powerpoint Social Media

Sam Laorenza Cfp® Education Details

  • Commonwealth Honors College
    Commonwealth Honors College
    General
  • Isenberg School Of Management, Umass Amherst
    Isenberg School Of Management, Umass Amherst
    Finance
  • University Of Massachusetts Amherst
    University Of Massachusetts Amherst
    And Securities Law

Frequently Asked Questions about Sam Laorenza Cfp®

What company does Sam Laorenza Cfp® work for?

Sam Laorenza Cfp® works for Omni Wealth Management, Northwestern Mutual

What is Sam Laorenza Cfp®'s role at the current company?

Sam Laorenza Cfp®'s current role is Partner & Wealth Management Advisor, Omni Wealth Management with Northwestern Mutual.

What is Sam Laorenza Cfp®'s email address?

Sam Laorenza Cfp®'s email address is sa****@****mfn.com

What is Sam Laorenza Cfp®'s direct phone number?

Sam Laorenza Cfp®'s direct phone number is +150863*****

What schools did Sam Laorenza Cfp® attend?

Sam Laorenza Cfp® attended Commonwealth Honors College, Isenberg School Of Management, Umass Amherst, University Of Massachusetts Amherst.

What are some of Sam Laorenza Cfp®'s interests?

Sam Laorenza Cfp® has interest in Exercise, Home Improvement, Reading, Shooting, Gourmet Cooking, Sports, Food, Home Decoration, Health, Watching Sports.

What skills is Sam Laorenza Cfp® known for?

Sam Laorenza Cfp® has skills like Leadership, Finance, Microsoft Office, Microsoft Excel, Management, Customer Service, Financial Analysis, Marketing, Powerpoint, Social Media.

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