Sam Tapia Email & Phone Number

Senior Financial Advisor | Managing Director- Investments | PIM Portfolio Manager @ Wells Fargo Advisors

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Sam Tapia Location

California, United States

Sam Tapia Education

University of Pennsylvania - The Wharton School
(IMCA Certified Investment Management Analyst)
2009 - 2009
California State University-San Bernardino
BA (Finance & Marketing)
1997 - 1999

Sam Tapia Skills

Tax Efficient Strategies
Project Management
Portfolio Management

Asset Allocation
Estate Investment Planning
Retirement Planning
Investments
Risk Management
Fixed Income Strategies
Investment Strategies

see less

Sam Tapia Summary

Sam Tapia, based in California, United States, is currently a Senior Financial Advisor | Managing Director- Investments | PIM Portfolio Manager at Wells Fargo Advisors. Sam Tapia holds a 2009 - 2009 University of Pennsylvania - The Wharton School. With a robust skill set that includes Tax Efficient Strategies, Project Management, Portfolio Management, Asset Allocation, Estate Investment Planning and more. Sam Tapia has 2 emails and 3 mobile phone numbers on RocketReach.

Sam Tapia Emails

Found 2 emails

Sam Tapia Phone Numbers

Found 4 phone numbers

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