Sam Sosa Email & Phone Number

Senior VP Wealth Advisor @ SteelPeak Wealth

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Sam Sosa Location

Santa Barbara, CA, US

Sam Sosa Work

2024 - now Senior VP Wealth Advisor @ SteelPeak Wealth
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2023 - 2024 Vice President, Financial Consultant @ Fidelity Investments
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2017 - 2022 Financial Consultant @ Fidelity Investments
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2015 - 2017 Private Client Advisor @ JPMorgan Chase & Co.
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2012 - 2015 Private Banker @ JP Morgan Chase Bank N.A.
2007 - 2012 Business Specialist @ Wells Fargo Bank
2006 - 2010 President @ SBYPC
2004 - 2008 Real Estate Consultant @ Coldwell Banker Real Estate
2000 - 2004 Buyer @ Robinson's May

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Sam Sosa Education

Santa Barbara College of Law
Doctor of Law - JD (Estate Planning)
2015 - 2019
University of California, Los Angeles
Bachelors of Arts (Economics and Psychology)
1995 - 2000

Sam Sosa Summary

Sam Sosa, based in Santa Barbara, CA, US, is currently a Senior VP Wealth Advisor at SteelPeak Wealth. Sam Sosa brings experience from previous roles at Fidelity Investments, J P Morgan Securities and JP Morgan Chase Bank N.A.. Sam Sosa holds a 2015 - 2019 Doctor of Law - JD in Estate Planning @ Santa Barbara College of Law. Sam Sosa has 1 emails and 1 mobile phone numbers on RocketReach.

Sam Sosa Emails

Found 1 emails

@spwm.com

Sam Sosa Phone Numbers

Found 3 phone numbers

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Others Named Sam Sosa

Sam Sosa

Senior VP Wealth Advisor at SteelPeak Wealth

Santa Barbara, CA, US
1
- spwm.com
3
- +1 512-268-XXXX
- +1 805-451-XXXX
- +1 805-687-XXXX

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Joseph Auday

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Beverly Hills, CA, US
1
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Luke Anderson

Sr. Vice President and Wealth Advisor at SteelPeak Wealth

Los Angeles, CA, US
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Sam Sosa

Senior VP Wealth Advisor at SteelPeak Wealth

Santa Barbara, CA, US
1
- spwm.com
3
- +1 512-268-XXXX
- +1 805-451-XXXX
- +1 805-687-XXXX
Kim Zajic

Chief Administrative Officer (CAO) at SteelPeak Wealth

California, United States
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- +1 818-571-XXXX
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Michael Rashtian

Vice President, Wealth Advisor at SteelPeak Wealth

Beverly Hills, CA, US
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- spwm.com
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Reza Zamani

Founding Partner, CEO at SteelPeak Wealth

Los Angeles, CA, US
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Andrew Jacobson

Senior Vice President-Senior Portfolio Manager-Wealth Advisor at SteelPeak Wealth

Los Angeles, CA, US
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Ali Zamani

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California, United States
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Jason Hart

Director of Operations at SteelPeak Wealth

Los Angeles, CA, US
1
- seia.com
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- +1 818-605-XXXX
- +1 816-795-XXXX
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