Sam Eppy, ChFC® CPFA®, is a Managing Partner and Financial Planner specializing in wealth management for lawyers, law firms, and business owners. Sam co-founded Soarin Scooters, a motorcycle dealership, during their senior year of college, which sparked an entrepreneurial spirit that has been instrumental in their career. Currently, Sam leads Levanti Wealth and serves as Head of Financial Planning at Coastal Wealth, while leveraging over a decade of experience in financial advisory roles at MassMutual Miami. Sam holds a Bachelor of Business Administration in Accounting from the University of Central Florida and is recognized as a Forbes Top Financial Security Professional.
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