Sam Gaudio
Helping make your life easier, one conversation at a time
- Role
- Financial Advisor at Seven Fields Wealth Management
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Sam Gaudio
My number one function is listening and getting to know people. This is what makes the work I do great. Just sitting, talking, learning, and getting a better understanding of the person or people sitting across the table from me; no pressure. This small little detail is what strengthens the relationships we have with our clients. This aspect is crucial to how the relationship is not only built, but how it is maintained for the long term. It\'s these types of relationships, ones built on what\'s truly important, ones not solely based on just doing business together, that sets us apart. We feel that it\'s the interactions that occur outside of the office that have the most impact on peoples lives and the decisions they make. Our ultimate goal is to help make you into the best version of yourself that you can be. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to the \'Contact Info\' section above. Investment Advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Advisors, LLC and Seven Fields Wealth Management are separate entities from LPL Financial.\' The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Experience
Financial Advisor
Seven Fields Wealth Management
Apr 2015 — Present · Seven Fields, PA
Being the main point of contact for clients new to the firm* Establish expectations of what the relationship with the firm and advisor will look like* Ongoing education with clients about the financial world around them * Maintaining contact with current clients throughout the year * Inquiring whether prospective clients wish to discuss investments with an advisor
Education
West Liberty University
Bachlor
2000 — 2004
Weirton Madonna High School
High School Diploma
1995 — 1999
Skills
- Risk Management
- Risk Assessment
- Financial Planning
- Insurance Planning
- Savings
- Retirement Planning
- Asset Allocation
- Training
- Banking
- Strategic Planning
- Building Relationships
- Listening
- Analysis
- Portfolio Performance Analysis
- Budgets
- Management
- Financial Analysis
- Customer Service
- Portfolio Management
- 401k Rollovers
- Client Relations
- Relationship Management
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.