Samuel Plotkin
Financial Planner
- Role
- Financial Planner at Prosperitea Planning
- Location
- Greenfield, MA, US
- LinkedIn followers
- 500 followers
About Samuel Plotkin
Comprehensive financial planning, investment management, and tax planning.
Experience
Financial Planner
Feb 2024 — Present · Greenfield, MA, US
Financial Planner and Partner at ProsperiTea Planning, a fee-only, fiduciary advisor offering Financial Planning, Investment Management, and Tax Planning services.Samuel accepts clients under an open retainer model, where one annual fee is stated up front for the whole year\'s services. He lives in the Pioneer Valley in Western Massachusetts and is registered as an investment advisor in Massachusetts.
Education
Isenberg School of Management, UMass Amherst
BBA, Finance
2004 — 2008
Skills
- Financial Modeling
- Hedge Funds
- Bloomberg
- Securities
- Factset
- Analysis
- Financial Services
- Valuation
- Mutual Funds
- Microsoft Excel
- Equities
- Microsoft Office
- Finance
- Fixed Income
- Equity Research
- Financial Analysis
- Investments
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.