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.