Tori Samuel, Crpc®, Cfp® Email and Phone Number
Tori Samuel, Crpc®, Cfp® work email
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Tori Samuel, Crpc®, Cfp® personal email
Hello, my name is Tori Samuel, I am a LPL Financial Advisor with Cognitive Wealth Management in Los Angeles, California.Born and raised in Thousand Oaks, I moved to the Santa Barbara area to attend the University of California, Santa Barbara. I couldn't get enough of the beach lifestyle, so I ended up moving to Santa Monica right after graduation. Now my wife and I reside in Atwater Village, CA. In my free time, I enjoy traveling with friends and family, living an active lifestyle (whether it be yoga, basketball or snowboarding), and spending as much time as I can with my dog, TankMy career is both challenging and rewarding as I get the opportunity to meet with individuals, families and businesses to help them pursue their most important financial goals. One thing I have learned in this ever-changing industry is that no two clients and their financial needs are ever exactly the same. I have worked with many different clients, with different goals and backgrounds, and I take pride in making sure that the plan we create together is unique and allows for flexibility to adapt to changing needs over time.Please feel free to reach out to me with any questions. I can be reached at (818) 465-0210 or tori.samuel@lpl.com.Licenses: Series 6, 7, 26, 63, 65 held though LPL Financial and CA, WA, AZ, & NV Life & Health insurance license.Certifications: CRPC® - Chartered Retirement Planning CounselorCFP® - Certified Financial Planner™ markTori Samuel is registered with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Blind Children'S Center
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Blind Children'S CenterLos Angeles, Ca, Us
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President, Wealth AdvisorCognitive Wealth Management Oct 2019 - Present -
Board MemberCompton Unified School District Education Foundation Inc Oct 2018 - Presenthttps://comptonedfdn.org -
Financial AdvisorWaddell & Reed Nov 2016 - Jul 2021Shawnee Mission, Ks, UsI help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives. -
Senior Financial Services RepresentativeForesters Financial Services Jan 2012 - Oct 2016New York, Ny, UsI choose to work with all types of people; I won’t ever turn someone away because they don’t meet a certain net worth or income requirement. Here are examples of the wide variety of clients that I assist: -People who have started their first job and are looking to save for the first time in their life -Families who are balancing daily bills and still trying to save for their children’s college education, put away money for retirement, and utilize tax efficient investment strategies -Those who are approaching retirement or who have already retired and are focused on making sure that their money lasts them throughout the rest of their lives -People who have had the good fortune to build or inherit a large amount of wealth and want to make sure that it passes to the next generation in the most efficient way possible One of the joys of my career is having had the opportunity to work closely with many educators in CA with their investment and insurance needs. In an effort to show my appreciation for educators, I’ve dedicated much of my time to organizing teacher appreciation events over the years. These events have been a great way to recognize educators who have inspired many and selflessly served their students, fellow educators and community. I take pride in making what I feel is the best recommendation for my clients, even if it might not be what’s popular or trending at the current moment. My goal is to create lifelong relationships with my current and future clients.
Tori Samuel, Crpc®, Cfp® Education Details
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University Of California, Santa BarbaraBa
Frequently Asked Questions about Tori Samuel, Crpc®, Cfp®
What company does Tori Samuel, Crpc®, Cfp® work for?
Tori Samuel, Crpc®, Cfp® works for Blind Children's Center
What is Tori Samuel, Crpc®, Cfp®'s role at the current company?
Tori Samuel, Crpc®, Cfp®'s current role is President, Wealth Advisor at Cognitive Wealth Management.
What is Tori Samuel, Crpc®, Cfp®'s email address?
Tori Samuel, Crpc®, Cfp®'s email address is tf****@****msn.com
What schools did Tori Samuel, Crpc®, Cfp® attend?
Tori Samuel, Crpc®, Cfp® attended University Of California, Santa Barbara.
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