Background

Sam Thorp-Nichols was born and raised in Marin County and graduated from Sir Francis Drake High School. He received his bachelor’s degree in Business Management Economics from University of California, Santa Cruz in 2016. Sam joined the financial services immediately after graduation and began building his practice here in the Bay Area.

Sam holds his life insurance license, FINRA Series 6, 63 and Series 65 registrations. He also holds the industry designation of Chartered Life Underwriter (CLU®).

Experience

Sam launched his financial services career working with young professionals just entering the workforce helping them manage student loans and saving for retirement. Sam was introduced to the business owner and pre-retiree market through networking in the Bay Area and began to focus on creative retirement planning and distribution strategies. In less than 5 years, Sam helped over 300 clients throughout the Bay Area design, customize, and implement retirement plans to supplement their employer provided benefits.

Clients

While Sam still works with many young professionals, he now focuses his practice on working with business owners and veterinarians, in addition to pre-retirees who are anywhere from 5-10 years away from retirement.

Sam is passionate about being available to his clients and serving as a sounding board for their financial decisions. Sam prides himself on being a comprehensive financial planner as he works with his clients on building strategies that encompass both insurance and investments. Sam also leverages his network of industry experts and refers his clients to others that handle matters he does not, such as accountants and attorneys.

Personal

Sam lives in Petaluma with his girlfriend Francesca and English Bulldog Thor, where they love to explore the outdoors and spend time with friends and family. Sam spends his free time playing golf and hiking.