Sam Galloway, Cfp®
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Sam Galloway, Cfp® Email & Phone Number

Investment Advisor at Valmark Financial Group
Location: Akron, Ohio, United States 7 work roles 5 schools
1 work email found @valmarkfg.com 3 phones found area 330 and 206 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email s****@valmarkfg.com
Direct phone (330) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Valmark Financial Group
Role
Investment Advisor
Location
Akron, Ohio, United States
Company size
154 employees

Who is Sam Galloway, Cfp®? Overview

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Quick answer

Sam Galloway, Cfp® is listed as Investment Advisor at Valmark Financial Group, a company with 154 employees, based in Akron, Ohio, United States. AeroLeads shows a work email signal at valmarkfg.com, phone signal with area code 330, 206, and a matched LinkedIn profile for Sam Galloway, Cfp®.

Sam Galloway, Cfp® previously worked as Director, Investment Advisory Services at Valmark Financial Group and Director, Vendor Relations at Valmark Financial Group. Sam Galloway, Cfp® holds Bachelor Of Arts (B.A.), Business Administration And Management, General from Chaminade University Of Honolulu.

Company email context

Email format at Valmark Financial Group

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*@valmarkfg.com
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AeroLeads found 1 current-domain work email signal for Sam Galloway, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Sam Galloway, Cfp®

In my role as the Director of Investment Advisory Services for Valmark Financial Group, I am committed to helping build a world class client service team. I spend most of my time identifying gaps and inefficiencies in technology, developing Valmark’s team with the knowledge needed to be successful, and providing additional structure within the operations group. I earned my BSBA from Chaminade University and currently hold 7, 24 and 66 registrations as well as Life, Health and Variable licenses.Valmark is a financial services industry innovator. We have built a reputation for producing thought-leading solutions since 1963. Through our family of subsidiary companies, we offer the services of a registered investment adviser, broker dealer and life insurance producer group all in one relationship.We are passionately committed to the independence of our Member Firms, our own independence, and to remaining a closely held business in order to preserve the following Core Values:1) We live by the Golden Rule.2) We tell the truth about everything.3) We simplify complexity.4) We build lasting, mutually beneficial partnerships.5) We protect our innovative and entrepreneurial culture.____________________________________Third party posts do not reflect the views of Valmark Securities and have not been approved prior to posting.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.130 Springside Drive, Akron, Ohio 44333. (800) 765-5201. FINRA | SEC | SIPC | MSRB | ©2016 Valmark Financial Group | All rights reserved.

Listed skills include Financial Services, Account Management, Sales Operations, Data Analysis, and 21 others.

Current workplace

Sam Galloway, Cfp®'s current company

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Valmark Financial Group
Valmark Financial Group
Investment Advisor
akron, ohio, united states
Website
valmarkfg.com
Employees
154
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Company profile
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7 roles

Sam Galloway, Cfp® work experience

A career timeline built from the work history available for this profile.

Partner Success

New Engen, Inc.

Seattle, Washington

- Created and managed national digital marketing campaigns (Google Search, Google Shopping, and Facebook) totaling +$50k in weekly advertising spend.- Generated additional revenue streams by analyzing inefficiencies in our partners’ current marketing platform to cross-sell our solutions. - Coordinated with channel specialists to communicate the needs of.

Jul 2017 - Mar 2018

401(K) Sales Support

Fisher Investments

Portland, Oregon

- Built and maintained national sales reporting, analysis, and forecasting- Managed national sales lead assignments and ensured data integrity by analyzing Marketoand Salesforce data- Analyzed retirement fees and produced client paperwork via Excel/PowerPoint- Coordinated projects e.g. Retirement Plan Portfolio Analyses, Fee Proposals,Annual Plan Reviews.

Nov 2015 - Jul 2017

Private Client Investment Associate

Fisher Investments

Portland, Oregon

- Managed operations as a dedicated associate to the firm’s top five sales people andcommunicated directly via phone and email with 250 high and ultra-high net worthclients to service +$125 million in assets- Awarded “Champion of Change” for automating cost basis reporting, determining assetacceptability, and managing firm terminations through VBA in.

Jun 2014 - Nov 2015

Project Analyst

Inovi Group

Honolulu, Hawaii

During college, I assisted Vincent Kimura, CEO of Inovi Group, in projects ranging from designing visuals, researching sustainable technologies (water sanitization, aerial surveillance in farming, and food waste reduction), and organizing design thinking conferences for local educators based on Stanford’s d.school model.Inovi Group was an innovative and.

Jan 2013 - Sep 2013

Business Development

The Box Jelly

Honolulu, Hawaii

At the BoxJelly, I worked with Rechung Fujihira and Tony Standford (fellow Hogan Entrepreneurs and Chaminade University graduates) to generate additional revenue streams, identify and develop areas to strengthen within the start-up, and strengthen customer relationships. BoxJelly is Hawaii's first and largest co-working space located in the Kaka'ako.

Nov 2012 - Jun 2013
Team & coworkers

Colleagues at Valmark Financial Group

Other employees you can reach at valmarkfg.com. View company contacts for 154 employees →

CF Chris Finefrock, Cfp®, Mba Chris Finefrock, Cfp®, Mba Colleague at Valmark Financial Group Akron, Ohio, United States, United States View → CS Christian Slattery Christian Slattery Colleague at Valmark Financial Group Richfield, Ohio, United States, United States View → BC Benjamin Coughenour Benjamin Coughenour Colleague at Valmark Financial Group Akron, Ohio, United States, United States View → LG Lynn Goebel Cfp® Lynn Goebel Cfp® Colleague at Valmark Financial Group Akron, Ohio, United States, United States View → JZ Janet Zaccaro, Mba, Shrm-Cp Janet Zaccaro, Mba, Shrm-Cp Colleague at Valmark Financial Group Medina, Ohio, United States, United States View → PJ Phil Jackson, Cfp® Phil Jackson, Cfp® Colleague at Valmark Financial Group Akron, Ohio, United States, United States View → AV Amy Vann Amy Vann Colleague at Valmark Financial Group Munroe Falls, Ohio, United States, United States View → CC Chase Collins Chase Collins Colleague at Valmark Financial Group Kent, Ohio, United States, United States View → RF Rita Filer Rita Filer Colleague at Valmark Financial Group Akron, Ohio, United States, United States View → MM Michael Michlitsch Michael Michlitsch Colleague at Valmark Financial Group St Paul, Minnesota, United States, United States View →
5 education records

Sam Galloway, Cfp® education

Bachelor Of Arts (B.A.), Business Administration And Management, General

Chaminade University Of Honolulu

Activities and Societies: Hogan Entrepreneurship Program, Men's Soccer Captain, Student Athlete Advisory CommitteeI transferred to.

Executive Program For Cfp® Certification, Financial Planning And Services

University Of Georgia - Terry College Of Business

Self-Paced Online CFP® Program The University of Georgia Online Self-Paced Program is a CFP Board-registered educational program. The.

International Business

Audencia Nantes Ecole De Management

This 6 week summer study abroad program in Nantes, France (2 hrs due west of Paris) focused on European Union business and culture. The EU.

Business Administration And Management

Bowling Green State University

Activities and Societies: Men's Soccer, Vanguard, Meditation GroupAttended BGSU for two years on full scholarship (academic + athletic).

Education record

Copley High School

Activities and Societies: Soccer, Baseball, Environmental ClubWhile attending Copley High School, I focused on academics and soccer in.

FAQ

Frequently asked questions about Sam Galloway, Cfp®

Quick answers generated from the profile data available on this page.

What company does Sam Galloway, Cfp® work for?

Sam Galloway, Cfp® works for Valmark Financial Group.

What is Sam Galloway, Cfp®'s role at Valmark Financial Group?

Sam Galloway, Cfp® is listed as Investment Advisor at Valmark Financial Group.

What is Sam Galloway, Cfp®'s email address?

AeroLeads has found 1 work email signal at @valmarkfg.com for Sam Galloway, Cfp® at Valmark Financial Group.

What is Sam Galloway, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 330, 206 for Sam Galloway, Cfp® at Valmark Financial Group.

Where is Sam Galloway, Cfp® based?

Sam Galloway, Cfp® is based in Akron, Ohio, United States while working with Valmark Financial Group.

What companies has Sam Galloway, Cfp® worked for?

Sam Galloway, Cfp® has worked for Valmark Financial Group, New Engen, Inc., Fisher Investments, Inovi Group, and The Box Jelly.

Who are Sam Galloway, Cfp®'s colleagues at Valmark Financial Group?

Sam Galloway, Cfp®'s colleagues at Valmark Financial Group include Chris Finefrock, Cfp®, Mba, Christian Slattery, Benjamin Coughenour, Lynn Goebel Cfp®, and Janet Zaccaro, Mba, Shrm-Cp.

How can I contact Sam Galloway, Cfp®?

You can use AeroLeads to view verified contact signals for Sam Galloway, Cfp® at Valmark Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Sam Galloway, Cfp® attend?

Sam Galloway, Cfp® holds Bachelor Of Arts (B.A.), Business Administration And Management, General from Chaminade University Of Honolulu.

What skills is Sam Galloway, Cfp® known for?

Sam Galloway, Cfp® is listed with skills including Financial Services, Account Management, Sales Operations, Data Analysis, Social Media, Entrepreneurship, Facebook Marketing, and Financial Planning.

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