Sam Rouman Email & Phone Number

Minneapolis, Mn, Us

Edina, Minnesota, United States

My professional mission is to empower individuals and families to achieve financial success and security through personalized and strategic wealth management. I am committed to understanding each client's unique aspirations, providing expert guidance, and delivering tailored solutions that foster long-term prosperity. With integrity, transparency, and a dedication to excellence, I strive to build lasting relationships based on trust and collaboration. My goal is to be a trusted partner for each client's financial journey, helping them navigate the complexities of wealth management with confidence and peace of mind.

Adjunct Instructor - Opus College of Business

Minneapolis

Minneapolis

At BerganKDV Wealth Management, we help our clients accumulate, protect, and distribute their assets in accordance with their wishes. We do this by marrying the disciplines of investment management, tax planning and strategy, risk management, and estate planning. We are fundamental investors, forward-thinking CPAs and creative risk and estate planners. Our goal is to be your “first call” for your financial and life questions. Think of us as your personal Chief Financial Officer.Our clients include successful individuals, professionals, physicians, and business owners who value their time and require professional financial management to preserve and build their wealth.My responsibilities include helping clients determine an appropriate financial plan, overseeing the implementation of their investment and protection planning strategies, and monitoring and updating client goals and objectives.Qualifications:Certified Financial Planner Certificant, CFP®Accredited Investment Fiduciary, AIF®Chartered Financial Consultant, ChFCChartered Life Underwriter, CLUBachelor’s degree - The University of MichiganMaster's degree - The University of St. ThomasDirector, Past-President, Society of Financial Services Professionals, Twin Cities ChapterMember: Financial Planning Association of MinnesotaMember, Twin Cities Estate Planning CouncilSteering Committee, Minnesota Business Ethics AwardPast Vice President: Twin Cities Chapter of the American Association of Individual Investors.Specialties: Retirement planning, investment management, financial planning, consulting, and financial education.

Edina, Mn

Greater Minneapolis-St. Paul Area

I am an instructor at the Opus College of Business,

Prepared professional valuations and market analysis of business enterprises and intangible property rights. Appraisal assignments involved professional practices, service businesses, retail businesses, manufacturing concerns, leasehold interests, minority interests, and limited partnerships.

Mba, Marketing

Clu, Chfc, Financial Services

Activities and Societies: Chartered Financial Consultant Chartered Life Underwriter

Ba, Psychology

Activities and Societies: Michigan Marching Band -1981 Michigan Rowing Club - 1983 - 1985

Education record