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Sam Laorenza Cfp® Email & Phone Number
Partner and Wealth Management Advisor: CFP®
at
Omni Wealth Management, Northwestern Mutual
1 work email found
@nmfn.com
5 phones found area 508, 978, and 781
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Wealth Management Advisor: CFP®
Location
Reading, Massachusetts, United States
Who is Sam Laorenza Cfp®? Overview
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Quick answer
Sam Laorenza Cfp® is listed as Partner and Wealth Management Advisor: CFP® at Omni Wealth Management, Northwestern Mutual, based in Reading, Massachusetts, United States. AeroLeads shows a work email signal at nmfn.com, phone signal with area code 508, 978, 781, and a matched LinkedIn profile for Sam Laorenza Cfp®.
Sam Laorenza Cfp® previously worked as Partner & Wealth Management Advisor: CFP® at Omni Wealth Management, Northwestern Mutual and Co-Chair Diversity & Inclusion Council at Omni Wealth Management, Northwestern Mutual. Sam Laorenza Cfp® holds Bachelor'S Degree, Finance, General from Commonwealth Honors College.
Company email context
Email format at Omni Wealth Management, Northwestern Mutual
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*@nmfn.com
68% confidence
AeroLeads found 1 current-domain work email signal for Sam Laorenza Cfp®. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Leadership, Finance, Microsoft Office, Microsoft Excel, and 6 others.
Current workplace
Sam Laorenza Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Omni Wealth Management, Northwestern Mutual
AeroLeads page
6 roles
Sam Laorenza Cfp® work experience
A career timeline built from the work history available for this profile.
Partner & Wealth Management Advisor: Cfp®
Co-Chair Diversity & Inclusion Council
Jan 2018 - Jan 2023
Wealth Management Advisor: Cfp®
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
Advisory Board Member
Commonwealth Honors College
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.
Student Athlete
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.
Sep 2006 - May 2010
3 education records
Sam Laorenza Cfp® education
Bachelor'S Degree, Finance, General
Commonwealth Honors College
Bachelor'S Degree, Finance
Isenberg School Of Management, Umass Amherst
Bachelor Of Applied Science (B.A.Sc.), Banking, Corporate, Finance, And Securities Law
University Of Massachusetts Amherst
FAQ
Frequently asked questions about Sam Laorenza Cfp®
Quick answers generated from the profile data available on this page.
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 Omni Wealth Management, Northwestern Mutual?
Sam Laorenza Cfp® is listed as Partner and Wealth Management Advisor: CFP® at Omni Wealth Management, Northwestern Mutual.
What is Sam Laorenza Cfp®'s email address?
AeroLeads has found 1 work email signal at @nmfn.com for Sam Laorenza Cfp® at Omni Wealth Management, Northwestern Mutual.
What is Sam Laorenza Cfp®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 508, 978, 781 for Sam Laorenza Cfp® at Omni Wealth Management, Northwestern Mutual.
Where is Sam Laorenza Cfp® based?
Sam Laorenza Cfp® is based in Reading, Massachusetts, United States while working with Omni Wealth Management, Northwestern Mutual.
What companies has Sam Laorenza Cfp® worked for?
Sam Laorenza Cfp® has worked for Omni Wealth Management, Northwestern Mutual, Northwestern Mutual, Commonwealth Honors College, and University Of Massachusetts Amherst.
How can I contact Sam Laorenza Cfp®?
You can use AeroLeads to view verified contact signals for Sam Laorenza Cfp® at Omni Wealth Management, Northwestern Mutual, including work email, phone, and LinkedIn data when available.
What schools did Sam Laorenza Cfp® attend?
Sam Laorenza Cfp® holds Bachelor'S Degree, Finance, General from Commonwealth Honors College.
What skills is Sam Laorenza Cfp® known for?
Sam Laorenza Cfp® is listed with skills including Leadership, Finance, Microsoft Office, Microsoft Excel, Management, Customer Service, Financial Analysis, and Marketing.
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