Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Sam

As a Citi Personal Wealth Management Senior Wealth Advisor, Sam’s goal is to build strong relationships with clients by earning their trust first. Sam emphasizes on getting to know his clients and their families and for them to get to know his for the long term. Sam received his bachelor’s degree from the University of California, Berkeley with a major in Economics. He started his career in financial services in 2002 with Merrill Lynch and in 2016, was named to the Morgan Stanley Wealth Management Pacesetter’s Club, a global recognition program for Financial Advisors who demonstrate the highest professional standards and first class client service. His philosophy of Wealth Management is focused on people.

Sam works with many high net worth individuals, families, corporations, and foundations, with strategies to help them reach their long-term financial goals, while encompassing their individual needs and overall expectations. Sam enjoys spending time with his family, friends, and his dog Bella Bear in his free time. He is also an avid golfer.