Sam Liptak, CFP®

Planning Associate

980.701.2316
980.701.2316
sam.liptak@signaturefd.com

My Net Worthwhile® is helping others discover and live out their unique passions in life.

Passionate about helping others live rich, fulfilling lives, Sam works with advisors to help clients on their path to financial freedom while still making the most of the present. He enjoys financial analysis and building out comprehensive wealth plans that help clients navigate complex financial and personal decisions.

Sam graduated from the University of Georgia with a Bachelor of Science in Financial Planning. He is a CFP® Professional and also a member of the Charlotte Estate Planning Council.

Sam has worked with Heart for Africa to build self-sustainable farms to fight hunger in poverty-stricken areas and Meals by Grace to make care packages of food/necessities to deliver to struggling families. In his free time, Sam enjoys skiing, running, cheering on the UGA football team, and traveling with his wife, Bri, and his dog, Kelee.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.