Get to know Sam:

I joined Peninsula Wealth in 2024. What attracted me to the firm is the time and attention they give to each client. They spend the time needed to build strong relationships and provide truly tailored and proactive advice.

I was born and raised in Southern California but moved to North Carolina shortly after graduating college where I lived for 7 years. We moved back to California to be closer to family especially while our kids are young, but now that I have moved back I realized how much I missed California. I have been making up for lost time and have been spending as much time as I can exploring our great state and taking advantage of the great weather and beautiful nature by boating, hiking, surfing, fishing and climbing the eastern sierras.

Seeing the impact you have on people’s lives. Money touches so many aspects of our daily existence, and I love seeing the people I support become more confident and empowered when it comes to their financial lives.

Too often I see people who think the cost is too high, that they don’t have enough money, or that they can do it themselves who are making costly mistakes and would be far better off working with someone. My advice would be to talk to a professional and see what value they will be able to add so you can make an informed decision on it it’s the right fit for you.

That it’s all about picking the right investments. Like with most things in life you should spend your time focusing on what you can control, which in this case is matching your investments to your goals, taking the right amount of investment risk, being appropriately diversified, investing your money into the right accounts and optimizing for tax efficiency.