Sam Tapia Email & Phone Number
Senior Financial Advisor | Managing Director- Investments | PIM Portfolio Manager @ Wells Fargo Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Sam Tapia Location
- California, United States
Sam Tapia Work
- Senior Financial Advisor | Managing Director- Investments | PIM Portfolio Manager @ (September 2010 - Present)
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
- 401k Planning
- Asset Allocation
- Estate Investment Planning
- Finance
- Fixed Income Strategies
- Investment Strategies
- Multi-generational wealth planning
- Mutual Funds
- Retirement Planning
- Risk Management
- Tax Efficient Strategies
- Wealth Preservation Planning
- Project Management
- Portfolio Management
- Investments
- Multi Generational Wealth 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 IMCA Certified Investment Management Analyst @ University of Pennsylvania - The Wharton School. With a robust skill set that includes 401k Planning, Asset Allocation, Estate Investment Planning, Finance, Fixed Income Strategies and more. Sam Tapia has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Sam Tapia?
Find contact details for 700 million professionals.
Others Named Sam Tapia
Samuel Tapia
Senior Software Engineer
Los Angeles, CA, US
Sammy Tapia
Financial Controller
Los Angeles, CA, US
Samuel Ahmed Tapia
Senior System Administrator
United States
Top Wells Fargo Advisors Employees
Neil Canell
Managing Director - Investments
New York, NY, US
Jay Canell
Managing Director
New York, NY, US
John McCauley
Managing Director - Investments
Houston, TX, US
Zach Smith
Chief Administrative Officer
St. Louis, MO, US
Ed Perez
Managing Director - Investments
Fort Worth, TX, US
Aaron Landry
Managing Director - Market Leader
Raleigh, NC, US
Andrew Bitterlin
Managing Director- Investments
San Diego, CA, US
Michael Brodnik
Managing Director-Investments
Washington, DC, US
Bob Fusaro
Managing Director - Investment Officer
New York, NY, US
William Bridell
Managing Director - Investments
Birmingham, AL, US
Gina Phillips
President
Spruce Pine, NC, US
William Arnold
Managing Director - Investments
St. Louis, MO, US
Gregg Lippert
Managing Director- Investments
St. Louis, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co