Tori Samuel CRPC®, CFP®
President, Wealth Advisor
Born and raised in Thousand Oaks, Tori attended the University of California, Santa Barbara. In his free time, he enjoys traveling, living an active lifestyle, and spending as much time as he can with his wonderful wife Jamie and their son (dog), Tank.Tori has been in the Financial Planning industry since 2011 and has earned the designations of CERTIFIED FINANCIAL PLANNER, CFP® along as CHARTER RETIREMENT PLANNING COUNSELOR, CRPC® from the College for Financial planning. Tori holds the Series 6, 7, 26, 63, 65 securities registrations through LPL Financial, and the Life and Health insurance licenses with the State of California. He believes that putting his clients' needs before anything else is the foundation of long-lasting relationships with his clients and the professionals he serves. Tori received an award from Investment News as a Rising Star in Wealth Management in 2024.
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(04/21)