
Sam Black, CFP®
Retirement Plan Group

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About me
VP - Financial Consultant: Helping clients own their tomorrow
Education
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John Jay College (CUNY)
-Master's degree
Castleton University
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Experience

California Investment Trust Fund Group
Jan 2002 - Jan 2005Retirement Plan Group
Charles Schwab
Oct 2005 - nowVP - Financial ConsultantRepresentatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value Show less
Licenses & Certifications

CERTIFIED FINANCIAL PLANNER™
CFP BoardOct 2007.webp)
Series 66
FINRA (Financial Industry Regulatory Authority)Nov 2005.webp)
Series 24
FINRA (Financial Industry Regulatory Authority)Jul 2004.webp)
Series 7
FINRA (Financial Industry Regulatory Authority)May 2004.webp)
Series 6
FINRA (Financial Industry Regulatory Authority)Apr 2002.webp)
Series 63
FINRA (Financial Industry Regulatory Authority)Apr 2002
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