Sam Schwartz, CFP®, is a dedicated wealth manager at Anchor Pointe Wealth Management, where they assist mid-career professionals in simplifying retirement, tax, and legacy planning. With prior experience in fund administration at State Street and extensive roles in business development at AssetMark, Sam brings a wealth of knowledge to their current position. They hold a degree from the University of Missouri-Columbia, where they achieved a GPA of 3.7/4.0, and they also serve as Vice President, Wealth Advisor at Farther, a technology-driven wealth management firm.
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