Sam Schlesinger, CFP®

Wealth Advisor

Sam Schlesinger specializes in assisting clients with wealth management based on their own needs and circumstances at United Capital Financial Advisors.

Sam started working with what is now United Capital in 2017 and has been counseling clients on their finances since he joined.

Sam earned his Bachelor of Science in Finance from the University of Arizona. He has also received his board designation as a CERTIFIED FINANCIAL PLANNER™.

Sam enjoys spending his time traveling, hiking, and playing with his dog Boots.

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

Share your current situation and goals

Receive an introduction to an advisor

Get your financial questions answered

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