Sam Marshall, CPA, CFP

Sam marshall, cpa, cfp

bookmark on deepenrich
location of Sam Marshall, CPA, CFPSan Francisco, California, United States
Followers of Sam Marshall, CPA, CFP368 followers
  • Timeline

  • About me

    Advisor at West Coast Financial

  • Education

    • University of california, santa barbara

      2009 - 2013
      Bachelor of arts (b.a.) economics with an emphasis in accounting

      Activities and Societies: Certificate in Technology Entrepreneurship, Certificate in Sports Management

  • Experience

    • Ucsb men's soccer

      May 2010 - Dec 2010
      Marketing intern

      Promoted the 2010 College Cup Championship at UCSBSold tickets, advertisements, and team apparelCoordinated and scheduled a 64-team youth fundraising soccer tournamentOrganized major fundraising events

    • Ucsb men's basketball

      Oct 2010 - Apr 2011
      Student manager

      Assisted with fundraising and administrative dutiesPromoted UCSB Basketball camps to High School athletesAssisted in team drills before games and during practice

    • Santa barbara foresters baseball

      Mar 2011 - May 2013
      Assistant to the general manager

      Prepared and presented financial statements for Board MeetingsManaged 20 employees for team duties including ticket sales, radio broadcasting, concessions, and promotionsGathered and compiled team statsRecorded all sources of revenueAssisted in recruiting, event planning, and fundraising Sold advertisements and game sponsorships

    • Hamilton tharp llp

      Jan 2014 - Jul 2017
      Senior tax accountant

      • Prepare tax returns for individuals, trusts, partnerships, corporations, and nonprofits, with a specialty in high net worth individuals, professional athletes, estates and trusts • Implement tax-planning strategies in alignment with our clients' needs and goals • Assist clients with tax notices and personal income tax audits • Liaison with IRS agents to resolve tax issues • Monitor tax environment to stay updated with an always changing tax code • Collaborate with attorneys and estate planners to facilitate trust funding • Manage Staff Accountants Show less

    • West coast financial

      Jul 2017 - now
      Financial advisor

      WCF’s comprehensive 360-degree range of services includes planning, management and consultation. Each service is centered on a single guiding objective: to help people live a better and more fulfilled life. We’re not for everybody. But for those who belong here, we’re perfect. WCF is headquartered in Santa Barbara with offices in San Luis Obispo, Los Angeles, San Diego, and San Francisco. https://www.wcfinc.com/us/what-we-do

  • Licenses & Certifications

    • Series 65 - registered investment advisor

      Jan 2016
    • Certified public accountant

      May 2015