Sam Grizzle works hard to help individuals, families, and business owners in pursuing their financial goals. He specializes in both assisting clients with understanding, and implementing wealth building plans, as well as retirement income planning for all individuals in any stage of life.
Sam’s energetic personality is fueled by his family. He and his wife, Marina, have four kids, one daughter, and three sons. Sam used to be a football coach at the high school level for nearly a decade, and enjoys the ability to give back to his community.
Sam graduated from Colorado State University with a BA in Business Administration, with an emphasis in Finance. Sam is a registered representative with Osaic Wealth. He holds Series 7 and 66 securities registrations with Osaic Wealth, as well as Life/Health Insurance licenses.
Areas of Focus
- Comprehensive Financial Planning
- Investment Advice
- Retirement Planning Strategies
- Estate Planning Strategies
- Protection and Insurance
- Saving for Education
- Income Tax Planning