Sam Boyd Location
- Belle Haven, VA, US
Sam Boyd Work
- 2024 - now President and Founder @ Confido Advice & Investments
- 2016 - now Board of Directors @
- 2013 - 2024 Senior Vice President @
- 2020 - 2024 Board of Directors @
- 2010 - 2013 Director of Operations and Business Development @
- 2009 - 2010 Investment Associate @ Peninsula Wealth Management Team (Independent BD/RIA)
- 2008 - 2008 Legal Intern @
Sam Boyd Education
- Christopher Newport University
BS/BA (Finance)
2005 - 2009 - Annandale High School
- Montessori
Sam Boyd Skills
- Certified Financial Planner
- Financial Planning
- Retirement Planning
- Financial Advisory
- Comprehensive Wealth Management
- College Savings Plans
- Asset Management
- Asset Allocation
- 401k Rollovers
- Employee Benefits
- Retirement Income Strategies
- Divorce Planning
- Estate Planning
- Business Planning
- Insurance Planning
- Investments
- Economic Modeling
- Compliance
- Customer Relations
- CRM software
- Alternative Investments
- Website Development
- Bonds
- Stock Market
- IRAs
- Investment Research
- Roth IRA
- Asset Managment
- Financial Services
- IRA's
- Microsoft Office
- Strategic Financial Planning
- Risk Management
- Real Estate
- ETFs
- Securities
- Trust Services
Sam Boyd Summary
- Sam Boyd, based in Belle Haven, VA, US, is currently a President and Founder at Confido Advice & Investments. Sam Boyd brings experience from previous roles at Financial Planning Association (FPA), CAPITAL Asset Management Group, Community Residences, Inc and Krekeler Brower Wealth Advisors LLC. Sam Boyd holds a 2005 - 2009 BS/BA in Finance @ Christopher Newport University. With a robust skill set that includes Certified Financial Planner, Financial Planning, Retirement Planning, Financial Advisory, Comprehensive Wealth Management and more. Sam Boyd has 3 emails and 1 mobile phone numbers on RocketReach.
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