Sam Tenney, Cfp®, Aif®

Sam Tenney, Cfp®, Aif® Email and Phone Number

Founder, CEO @ Fidelis Wealth Advisors
Sam Tenney, Cfp®, Aif®'s Location
Denver Metropolitan Area, United States, United States
Sam Tenney, Cfp®, Aif®'s Contact Details

Sam Tenney, Cfp®, Aif® work email

Sam Tenney, Cfp®, Aif® personal email

n/a
About Sam Tenney, Cfp®, Aif®

In 2006 I earned the CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards. One of my strengths is the ability to see the big picture and direct specific pieces of the planning puzzle to meet the overall needs of each client.In the State of Colorado, I hold insurance licenses for life, accident, property, casualty, and health. In addition, I am a member of the Financial Planning Association (FPA) and very active in the local chapter. I have been featured on 9-News Moneyline 9 and currently serves the community providing pro-bono financial advice to families in distress.Certifications: CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment FiduciaryFidelis Wealth Advisors, LLC dba Fidelis Wealth Advisors is a registered investment adviser in the State of Colorado and various other states.

Sam Tenney, Cfp®, Aif®'s Current Company Details
Fidelis Wealth Advisors

Fidelis Wealth Advisors

View
Founder, CEO
Sam Tenney, Cfp®, Aif® Work Experience Details
  • Fidelis Wealth Advisors
    Certified Financial Planner
    Fidelis Wealth Advisors Jul 2017 - Present
    Castle Rock, Colorado, Us
    View
  • Ponderosa High School
    Basketball Coach
    Ponderosa High School Aug 2024 - Present
    Freshman Boys Basketball Coach, Assistant Varsity Basketball Coach
    View
  • Douglas County Community Foundation
    Board Member
    Douglas County Community Foundation Apr 2021 - Dec 2024
    Castle Rock, Colorado, Us
    View
  • The Aspen Effect Inc.
    Board Member
    The Aspen Effect Inc. Feb 2021 - Jan 2023
    Castle Rock, Colorado, Us
    View
  • Gallacher Capital Management, Llc
    Principal
    Gallacher Capital Management, Llc Feb 2002 - Jul 2017
    Lone Tree, Colorado, Us
    Wealth ManagerCOOOSJ
    View
  • Aztec Consultants, Inc.
    Part Owner, Residential Survey Project Manager
    Aztec Consultants, Inc. Apr 1997 - Jun 2001
    Littleton, Co, Us
    View

Sam Tenney, Cfp®, Aif® Skills

Financial Advisory Investment Strategies Securities Wealth Series 6 Finra Personal Financial Planning Fixed Annuities Insurance Wealth Management Strategic Planning Certified Financial Planner Asset Management Financial Planners Accounting Investments Etfs Private Equity Project Planning Retirement Planning Finance Financial Modeling Mutual Funds Strategic Financial Planning Disability Insurance Alternative Investments Investment Advisory Property And Casualty Insurance Asset Allocation Series 63 Series 7 Leadership Asset Managment Iras 401k Pensions Retirement Investment Management Portfolio Management Fixed Income Uniform Combined State Law Equities Retirement Plan Consulting Series 24 Estate Planning Hedge Funds Financial Services Long Term Care Risk Management Life Insurance

Sam Tenney, Cfp®, Aif® Education Details

  • University Of Phoenix
    University Of Phoenix
    Finance
  • College For Financial Planning
    College For Financial Planning
    Financial Planning

Frequently Asked Questions about Sam Tenney, Cfp®, Aif®

What company does Sam Tenney, Cfp®, Aif® work for?

Sam Tenney, Cfp®, Aif® works for Fidelis Wealth Advisors

What is Sam Tenney, Cfp®, Aif®'s role at the current company?

Sam Tenney, Cfp®, Aif®'s current role is Founder, CEO.

What is Sam Tenney, Cfp®, Aif®'s email address?

Sam Tenney, Cfp®, Aif®'s email address is sa****@****tal.com

What is Sam Tenney, Cfp®, Aif®'s direct phone number?

Sam Tenney, Cfp®, Aif®'s direct phone number is +130391*****

What schools did Sam Tenney, Cfp®, Aif® attend?

Sam Tenney, Cfp®, Aif® attended University Of Phoenix, College For Financial Planning.

What are some of Sam Tenney, Cfp®, Aif®'s interests?

Sam Tenney, Cfp®, Aif® has interest in Family, Sports.

What skills is Sam Tenney, Cfp®, Aif® known for?

Sam Tenney, Cfp®, Aif® has skills like Financial Advisory, Investment Strategies, Securities, Wealth, Series 6, Finra, Personal Financial Planning, Fixed Annuities, Insurance, Wealth Management, Strategic Planning, Certified Financial Planner.

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