Sam has more than 15 years of experience in the financial services industry. His expertise is coordinating & simplifying all aspects of a client’s financial life, including retirement planning, asset management strategies, risk management, estate planning, insurance, college education planning, etc.
Sam started his career at Northwestern Mutual in 2003 as a financial advisor, where he received extensive training on insurance & financial planning. In 2005, he went to work for AXA Equitable in New York, NY as a Retirement Consultant focusing on retirement planning for both individuals and Fortune 500 companies. Sam Barber graduated from St. Lawrence University and has obtained the following professional designations – Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Chartered Life Underwriter (CLU). He resides in CT with his wife and children.