Sam Solgan

Sam Solgan is an experienced financial advisor currently serving as an LPL Financial Advisor at Bay Federal Credit Union since February 2013, also holding the title of Associate Investment Advisor with CUSO Financial Services, L.P. Prior experience includes a role as a Financial Advisor at Wells Fargo Advisors from April 2009 to July 2012, where management of portfolios for over 150 households totaling more than $50 million in assets was undertaken, alongside significant client acquisition and detailed investment research. Sam began the financial career with an internship focused on portfolio investments and client prospect analysis while studying for a Bachelor of Science in Commerce (Economics) at Santa Clara University from 2008 to 2010.