Sam Rouman (AIF®, CFP®, ChFC®, CLU, MBA)

Sam Rouman focuses in the
following client markets or areas of practice:

  • Annuities
  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning

Planning Specialties

Financial Planning, Investment Management, Tax Planning, Estate Planning and Risk Management

Additional Information

Sam works with clients on an individual basis to learn about their specific needs and determine an appropriate financial plan that matches their goals, oversees the implementation of the plan and helps clients monitor how things are going. Over the course of time, Sam helps clients make any necessary adjustments to stay on course, even if that course might change.

Sam enjoys being engaged with his peers to continually learn new ideas and stay abreast of industry news and trends. For more than 20 years, Sam has been an active member of the Twin Cities Chapter of the Society of Financial Services Professionals. He is also a member of the Financial Planning Association, Twin Cities Estate Planning Council, and the American Association of Individual Investors.

Sam holds a bachelor’s degree from the University of Michigan and a master’s degree from the University of St. Thomas. He is a CERTIFIED FINANCIAL PLANNER™, accredited investment fiduciary, chartered life underwriter, and chartered financial consultant.

NAPFA Start Date

April 02, 2021

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This Office

3800 American Blvd W Ste 1000 Bloomington, MN 55431-4425 Phone: (952) 563-6950