Sam McCaughey
Financial Planning Student at ASU | CFP® Track | Series 65 Candidate
- Role
- Member Service Representative at Mountainside Fitness
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Sam McCaughey
I’m a Financial Planning and Business Analytics student at Arizona State University with hands-on experience supporting financial plan creation, portfolio rebalancing, and data integrity projects.I currently assist with client financial plans at Disciplined Money, using MoneyGuide Pro and Schwab iRebal to align investment and retirement strategies with client goals. Alongside this, I work remotely for Comscore auditing large datasets for accuracy, which has strengthened my analytical and detail-oriented approach to financial data.I am also studying for the Series 65 to expand my expertise in investment advisory, while pursuing a long-term goal of becoming a Certified Financial Planner®. I am passionate about helping clients achieve financial confidence and independence through thoughtful, data-driven guidance.Core Skills: Financial planning, client analysis, portfolio support, MoneyGuide Pro, iRebal, data audit/entry, plan drafting, workflow improvement, marketing support, Microsoft Office, CRM systems
Experience
Member Service Representative
Feb 2026 — Present · Phoenix, AZ, US
Education
W. P. Carey School of Business – Arizona State University
Bachelor of Arts - BA, Financial Planning and Services
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