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Cfp® Samuel P. Varano

Certified Financial Planner™ & Financial Advisor
Greater Philadelphia
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Cfp® Samuel P. Varano

Certified Financial Planner™ & Financial Advisor
Greater Philadelphia
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Samuel P. Varano, a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®), brings over 20 years of experience in financial planning, investment management, client relations, and comprehensive wealth management to Diversified LLC. He graduated with a Bachelor's degree in Finance from Indiana University of Pennsylvania (IUP) where he earned both academic as well as athletic NCAA All-American honors. Sam studied CFP® Certification Education at The American College in Bryn Mawr, PA.

Before joining Diversified LLC, Sam worked as a Financial Advisor at RZ Wealth, Director of Client Consulting and Founder at Areté Partners, LLC, Personal Financial Manager at Pitcairn, Relationship Manager at United Capital Financial Advisers, LLC, Financial Advisor at Mercer Advisors, Investment Advisor Associate at WebsterRogers Financial Advisors, LLC, Analyst at Hirtle, Callaghan & Co., and Investment Associate at Vanguard Asset Management & Trust Services at Vanguard.

Sam's expertise includes financial planning, investment management, client management, and comprehensive wealth management. He is a member of the Certified Financial Planner Board of Standards Inc, which owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S. He also holds the AIF® Designation, which signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

At Diversified LLC, Sam offers financial planning and investment advisory services as a Financial Advisor / CERTIFIED FINANCIAL PLANNER™. As an experienced professional, he dedicates himself to helping his clients achieve their financial goals and objectives.

This public profile is provided courtesy of Clay. All information found here is in the public domain.