Sam Swenson

Sam Swenson, CFA, CPA, CFP®, serves as a Senior Financial Planner at Range, a fintech startup focused on automated financial planning solutions, since August 2023. Previously, Swenson held positions as Partner Advisor at CGN Advisors and Certified Financial Planner at SKS Advisory Services from May 2019 to August 2023. Additional experience includes roles as a Content Editor and Writer at Upstart, Personal Finance Writer at Capitalize, and Investment Planning Writer at The Motley Fool from 2020 to 2023. Prior experience encompasses wealth management at Wells Fargo Advisors, relationship management at Credit Suisse, and analysis of hedge fund strategies at Goldman Sachs. Educational credentials include a B.A. in Economics and Environmental Studies from Amherst College and an M.B.A. in Accounting and Finance from Cornell University.