Samuel Price, CF2

About Samuel Price

Samuel Price is the Founder of Price Financial Services. He has over 30 years’ experience in the Financial Services Industry. Prior to Securities America, Sam was an Investment Advisor with Voya Financial Advisors and Locust Street Securities. He      specializes in retirement planning and investment planning.        
Sam has a BA from the University of Colorado and a PhD from Washington State University.  His licenses include FINRA series 22, 63, 6, 7, and 65 as well as Life and Health.
While studying Geology at the University of Colorado, he become interested in the financial markets after investing in an oil & gas company that was exploring in the Western United States. Sam saw the results of good research into investment choices as well as patience in the markets.
It is this same approach he takes in working with clients by developing investment portfolios that both fit the client’s risk tolerance and time horizon. Clients receive a tailor-made investment portfolio based upon the results of a Risk Tolerance Questionnaire as well as meeting time taken in assessing investment choices that will best fit their personal risk assessment and timeframe.
Additionally, clients receive ongoing investment management as well as personal contact during each calendar year.