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Sam Asare

Samuel N. Asare

MBA, EA, ChFC, CRPC, CMFC, CASL, CLU, CTP, CBM

Samuel N. Asare is an accomplished advisor with over 20 years of hands-on experience who strongly believes that after a lifetime of hard work, your retirement years should be a period of worry-free relaxation, without any financial nervousness. He does everything possible to provide such a carefree retirement to his clients and passionately educates the public on this topic.

A regular guest in various media outlets, Samuel is the author of several books and special reports covering a wide range of subjects, from Social Security to mortgage planning and income taxation. He is also the brain behind the acclaimed Proven Wealth Building Ideas blog. Over his exceptional career Samuel has held senior positions with some of America's largest financial institutions and serves as a continuing education instructor to other professionals.

Samuel holds an MBA, as well as the coveted advanced designation of Chartered Financial Consultant (ChFC) and the elite Enrolled Agent credential issued by the IRS to professionals who demonstrate special competence in federal tax matters. He is also a Chartered Retirement Planning Counselor (CRPC), Chartered Mutual Fund Counselor (CMFC), Chartered Advisor for Senior Living (CASL), Chartered Life Underwriter (CLU), Certified Treasury Professional (CTP), and Certified Business Manager (CBM).

But Samuel offers more than just a wide array of scholarly knowledge - he has integrity and understands the plight of retirees in today's economy. He takes a personal interest in every client and invests his time in listening closely to gain a thorough understanding of your situation and desires so he can help you turn your worries into confidence and make the best possible choices for your future.

When he's away from the computer, Samuel enjoys spending time with his family and riding his bicycle.

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