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 Work
- 2010 -now Senior Financial Advisor | Managing Director- Investments | PIM Portfolio Manager @
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
- Mutual Funds
- Multi Generational Wealth Planning
- Wealth Preservation Planning
- Finance
- 401k Planning
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.
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