Sam Fligel
Associate Wealth Management Advisor at FA Wealth Advisors
- Role
- Associate Wealth Management Advisor at Fa Wealth Advisors at Northwestern Mutual
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Sam Fligel
At FA Wealth Advisors, our mission is to create a sound financial plan, tailored to your personal needs, through a consistent and steadfast commitment to each client that we serve.While our team works with a wide variety of professionals, we specialize in financial planning for: Family-Owned & Closely-Held Businesses Healthcare Practitioners Professionals Entering Retirement Private Equity & Investment Banking ProfessionalsWe believe in a tailored approach to each individual’s financial plan. Our specialties include but are not limited to: Financial Plan Design Insurance Strategy and Planning Wealth Management Solutions Retirement Income Planning Executive Compensation Design Transition Planning for Business Owners s••••••••@nm.com 70••••••72ℹ
Experience
Associate Wealth Management Advisor at Fa Wealth Advisors
Oct 2024 — Present · Charlotte, NC, US
At FA Wealth Advisors, our mission is to create a sound financial plan, tailored to your personal needs, through a consistent and steadfast commitment to each client that we serve. We believe in a tailored approach to each individual’s financial plan. Our specialties include but are not limited to: Financial Plan Design Insurance Strategy and Planning Wealth Management Solutions Retirement Income Planning Executive Compensation Design Transition Planning for Business Owners
Education
Auburn University
Bachelor of Arts - BA, Public Relations
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.