Sam Black, CFP®

Sam Black, CFP®

Retirement Plan Group

Followers of Sam Black, CFP®176 followers
location of Sam Black, CFP®San Rafael, California, United States

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  • Timeline

  • About me

    VP - Financial Consultant: Helping clients own their tomorrow

  • Education

    • John Jay College (CUNY)

      -
      Master's degree
    • Castleton University

      -
  • Experience

    • California Investment Trust Fund Group

      Jan 2002 - Jan 2005
      Retirement Plan Group
    • Charles Schwab

      Oct 2005 - now
      VP - Financial Consultant

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  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board
      Oct 2007
    • Series 66

      FINRA (Financial Industry Regulatory Authority)
      Nov 2005
    • Series 24

      FINRA (Financial Industry Regulatory Authority)
      Jul 2004
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      May 2004
    • Series 6

      FINRA (Financial Industry Regulatory Authority)
      Apr 2002
    • Series 63

      FINRA (Financial Industry Regulatory Authority)
      Apr 2002