Sam Galdes is a Financial Advisor with Zuk Financial Group and is located in Menlo Park, California. An Investment Advisor Representative (IAR) for National Planning Corporation, Sam holds FINRA Series 7 and 66 licenses. Through his investment advisory and financial planning practice, Sam represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Sam offers both institutionally managed programs to his clients as well as fee based consulting.
Sam is a dedicated financial professional committed to establishing and supporting long-term client partnerships; partnerships based on a consistent recognition of the unique goals, needs, and solutions for each of his clients. Sam thoroughly enjoys his role assisting his clients in analyzing all the information necessary to develop a personalized financial plan.
A specialist in retirement planning, Sam is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Sam has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). He also does seminars on investment and retirement planning for small businesses and non-profit organizations. Sam has earned a reputation for explaining difficult subjects in a style that is easily understood.
When not in the office, Sam and his wife Claudette enjoy traveling. Sam is an avid blue water sailor and recently raced his boat to Hawaii. He enjoys cooking and a good novel. Sam is a native Californian and resides in Menlo Park. |