Sam Marshall

Sam Marshall, CPA, CFP, is a seasoned financial professional with extensive experience in financial advising and tax accounting. Currently serving as a Financial Advisor at West Coast Financial since July 2017, Sam provides a comprehensive range of services aimed at enhancing clients' quality of life. Prior experience includes a role as Senior Tax Accountant at Hamilton Tharp LLP from January 2014 to July 2017, where Sam specialized in tax returns and planning for high net worth individuals and various entities, and facilitated trust funding in collaboration with attorneys. Earlier positions involved significant roles in sports management, including Assistant to the General Manager for Santa Barbara Foresters Baseball and student manager for UCSB Men's Basketball, where Sam showcased skills in financial reporting, employee management, and fundraising. Educational credentials include a Bachelor of Arts in Economics with an emphasis in Accounting from UC Santa Barbara, earned in 2013.