Samuel Swenson (CFA, CFP®, CPA, MBA)

Samuel Swenson focuses in the
following client markets or areas of practice:

  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice without Ongoing Management
  • Millennials
  • Retirement Planning & Distribution Rules

Planning Specialties

SKS Advisory Services was built on the premise that people deserve accessible, objective, and reasonably priced financial guidance -- all without the need to transfer your assets to a bank or brokerage. As a CFA charterholder and Certified Financial Planner practitioner, I offer flat-fee, hourly, and ongoing financial planning services for people interested in a more consultative approach to this type of work. I'm also able to offer tax prep services as a licensed New York State CPA.

I have particular expertise in broad-based and real-time financial planning, investment, retirement, and tax optimization, and managing equity compensation.

Additional Information

In my free time, I enjoy running, biking, golf, piano, and saxophone, as well as reading philosophy and learning about aviation. I also love spending quality time with my wife, daughter, and dog.

NAPFA Start Date

September 06, 2019


This Office

70 East 96th Street New York, NY 10128 Phone: (917) 727-6096