Sam Marshall

Sam Marshall, CPA, CFP®

WCF Role
Advisory Services: Associate Advisor

Education, Certifications & Credentials

  • B.A. Economics with Accounting emphasis, University of California, Santa Barbara
  • Sports Management Certificate, University of California, Santa Barbara
  • Technology Entrepreneurship Certificate, University of California, Santa Barbara
  • Certified Public Accountant
  • Certified Financial Planner® Professional

Originally from
Santa Barbara, California

Running, walking my dog, visiting breweries/wineries, and watching sports.

Border collie mix… Lucy

A great meal
Mexican food and margaritas.

Someone I admire
My parents are my role models. They made so many sacrifices to give my sisters and I memorable childhoods and a good education, and I really respect that.

Something I’m working on
Visiting every Major League Baseball stadium - 10 down, 20 to go!

Something about WCF that makes me proud
WCF is all about helping clients achieve their goals, motivated by client breakthroughs as opposed to profit.

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