Sam Furseth
Financial Consultant | Helping tech & public households with tax-focused retirement planning.
- Role
- Financial Advisor at Equitable Advisors
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Sam Furseth
With all of the worry around money, I\'m here to be your partner in financial decision-making and to help make the conversation simple. My team and I have several priorities in working with tech, aerospace, and public households-Understanding your financial needs & goals so you can build your ideal future-Creating a sound financial strategy based on long-term cashflow planning-Protecting & growing your assets by emphasizing a tax-smart approach to investingFor a complimentary financial consultation to better understand your current portfolio and financial timeline, contact me at:s••••••••@equitable.com(60••••••19
Experience
Financial Advisor
May 2023 — Present · Seattle, WA, US
Education
University of Wisconsin-Madison
Bachelor of Science - BS, Economics
2017 — 2021
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