Meet the Partners, Wealth Advisors, & Investment Associates

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Sam Sosa

Wealth Advisor

Sam Sosa is a highly accomplished financial advisor with a comprehensive background in wealth management. With extensive experience spanning prestigious firms such as Fidelity Investments and J.P. Morgan Securities, Sam has consistently delivered exceptional results by cultivating deep client relationships. Armed with a Juris Doctor degree specializing in Estate Planning, as well as degrees from UCLA in Economics and Psychology, Sam possesses a unique blend of knowledge, education, and financial acumen, enabling him to offer strategic advice tailored to clients’ individual needs.

Throughout his career, Sam has demonstrated a remarkable ability to drive growth. He has successfully engaged his clients in a fiduciary based planning practice and has grown portfolios while safeguarding the downside. That is why he has received countless referrals from his clients and community members. As a result, Sam has earned recognition as a top performer nationally.

Beyond his professional accomplishments, Sam is deeply committed to giving back to his community. As a board member of the Jewish Federation of Greater Santa Barbara, past President of the Santa Barbara Young Professionals, and several volunteer roles with a variety of local charities, he actively contributes to philanthropic endeavors and fosters meaningful connections within the community.

An Ironman triathlete, Sam can be seen on swims, rides, and runs with other members of the Santa Barbara endurance sports community. An avid golfer since the age of 1, he is always up for a friendly match. Sam thrives on physical challenges and enjoys mentoring young professionals in their careers and financial journeys. His passion for innovation extends to his interest in crypto currencies, where he actively engages in learning and investing in digital assets.

Sam Sosa’s unwavering dedication to excellence, combined with his strong leadership skills and commitment to community involvement, make him a valuable asset in the wealth management industry and a respected figure in the Santa Barbara community.