Sam Tenney Email & Phone Number
Certified Financial Planner @ Fidelis Wealth Advisors
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Sam Tenney Location
- Denver, CO, US
Sam Tenney Work
- Member Board of Directors @ CASTLE ROCK CHAMBER FOUNDATION (January 2025 - Present)
- Certified Financial Planner @ (July 2017 - Present)
- Basketball Coach @ (May 2024 - April 2025)
- Board Member @ (April 2021 - December 2024)
- Board Member @ (February 2021 - January 2023)
- Principal @ (February 2002 - July 2017)
- Part Owner, Residential Survey Project Manager @ (April 1997 - June 2001)
Sam Tenney Education
- University of Phoenix
BSB (Finance)
2008-2011 - College for Financial Planning
CFP® (Financial Planning)
2002-2006
Sam Tenney Skills
- Strategic Planning
- Financial Advisory
- Investment Strategies
- FINRA
- Investments
- Wealth Management
- Securities
- Personal Financial Planning
- Accounting
- Project Planning
- Wealth
- Fixed Annuities
- Financial Planners
- Private Equity
- Certified Financial Planner
- Retirement Planning
- Series 6
- Insurance
- Asset Management
- ETFs
- 401k
- Alternative Investments
- Asset Allocation
- Asset Managment
- Disability Insurance
- Equities
- Estate Planning
- Finance
- Financial Modeling
- Financial Services
- Fixed Income
- Hedge Funds
- IRAs
- Investment Advisory
- Investment Management
- Leadership
- Life Insurance
- Long-term Care
- Mutual Funds
- Pensions
- Portfolio Management
- Property & Casualty Insurance
- Retirement
- Retirement Plan Consulting
- Risk Management
- Series 24
- Series 63
- Series 7
- Strategic Financial Planning
- Uniform Combined State Law
- Certified Financial
- Capital Management
- Personal Financial
- Long Term Care
- Property and Casualty Insurance
- Uniform Combined State
- Property and Casualty
- See 35+see Less
- Strategic Financial
- Retirement Plan
Sam Tenney Summary
- Sam Tenney, based in Denver, CO, US, is currently a Certified Financial Planner at Fidelis Wealth Advisors. Sam Tenney brings experience from previous roles at CASTLE ROCK CHAMBER FOUNDATION, Ponderosa High School, Douglas County Community Foundation and The Aspen Effect Inc.. Sam Tenney holds a 2008 - 2011 BSB in Finance @ University of Phoenix. With a robust skill set that includes Strategic Planning, Financial Advisory, Investment Strategies, FINRA, Investments and more. Sam Tenney has 2 emails and 1 mobile phone numbers on RocketReach.
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