Samuel Soler-Conklin
Senior Vice President, Financial Advisor
Contact Samuel
Team Office
Samuel’s Locations
Brea, CA 92821 (714) 529-2300
About Samuel
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
Additional licenses and designations
- California Insurance License # 0K58702
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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