About
Samuel is an experienced investment professional specializing in investment and estate planning strategies. As a financial advisor with Wealth Enhancement, Samuel develops and implements tax strategies and estate planning techniques to reduce income and estate taxes for his clients. In addition, he leverages sophisticated investment strategies with a focus on capital preservation, customized income strategies, and multi-generational wealth preparation for his clients. Previously with the Householder Group Estate & Retirement Specialists, he developed comprehensive financial strategies for his individual and business clients.
Samuel is a native of Southern California and enjoys the great outdoors, including hiking, camping, and snowboarding.
Education
- MA - Management, Azusa Pacific University
- BS - Business, California State University-San Bernadino
Resources from Samuel Soler-Conklin
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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Schedule an initial consultation