Sam Sosa
Senior VP Wealth Advisor @SteelPeak Wealth
Santa Barbara, CA, US
EMAILS
s•••••••@spwm.com
MOBILE NUMBERS
+18•••••••36
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WORK HISTORY
Mar 2024 — Present
Senior VP Wealth Advisor @SteelPeak Wealth
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Santa Barbara, CA, US
Wealth Advisor and fiduciary with a world class RIA focused on full service financial planning, retirement planning, estate planning and wealth management.
EDUCATION
1995 — 2000
UCLA
Bachelors of Arts, Economics and Psychology
2015 — 2019
Santa Barbara College of Law
Doctor of Law - JD, Estate Planning
ABOUT SAM SOSA
Senior VP Wealth Advisor Steel Peak Wealth Management
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