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Sam Asani CFP®, ChFC®, AAMS™

Sam Asani CFP®, ChFC®, AAMS

Financial Advisor

Sam’s love for investing began in high school when he was introduced to compound interest. These days, he’s passionate about using this tool to help clients achieve their goals. Sam earned his bachelor's in Business Administration from the University of Wisconsin-Whitewater and has been a Financial Advisor for more than a decade. As a CERTIFIED FINANCIAL PLANNERTM, Sam sees the “big picture” and strives to address every aspect of his clients’ financial lives. His other licenses include Series 7 and 66 held with LPL Financial and Life Insurance/LTC.

Sam was born in what is now known as North Macedonia. His family immigrated to the United States when he was a year and a half old. He has lived in southeastern Wisconsin for most of his life.

In his free time, Sam loves to travel with his wife Vjolca, and their two children, Zara and Niko. He also likes to play sports and spend time outside. Sam is an active member and past president of the Williams Bay Lions Club and a board member of the Williams Bay Business Association. He believes you should give back to your community whenever you can.

Sam’s favorite thing about working with clients is the friendships built with them. He also appreciates that clients come to him with financial questions and take his advice seriously, knowing he is on their team. Sam’s go-to financial advice is "make your money work for you".

How can I help you?
Retirement Planning
Estate Transfer
401k & IRA Rollovers
Trust Administration
Investment Management

Let’s start the conversation.