Sam Marshall, CPA, CFP®
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
Where I live
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.