Broker Check
Sam Schwartz, CFP®

Sam Schwartz, CFP®

Wealth Manager

How I arrived at Anchor Pointe:
I first had the opportunity of meeting Derieck and Carrie back in 2018 while onboarding them to the AssetMark investment platform. I always knew I wanted to be in an advisory role as a practitioner. After over five years of working as an investment platform consultant at AssetMark, working with elite financial advisors from around the country, I was ready to make a change. I loved the people, programs, and financial planning processes at Anchor Pointe Wealth Management, all of which aligned well with my values and brought me to where I am today.

Favorite part of the job:
I'm passionate about working with people and have a strong desire to help others reach their “financial freedom” goals through strategic planning.

Education:
CERTIFIED FINANCIAL PLANNER™, University of Missouri, BA in Finance and Banking

When I’m not working:
When he’s not working hard to bring clients financial peace of mind, Sam loves to hit the links, craft cocktails at home, perfect his gardening techniques, snowboard, and plan trips around the world.