Samuel Soler-Conklin earned his undergraduate in business from California State University San Bernardino and his Master of Arts in Management from Azusa Pacific University. He is an experienced investment professional that specializes in all areas of financial and estate strategies and asset allocation. Samuel has focused on helping his clients—individuals, families, and small businesses—address their specific financial goals and objectives.
Samuel holds his Series 7 registration through LPL Financial and 66 through LPL and Householder Group Estate and Retirement Specialist. He is also licensed through the state of California for life, accident & health insurance. With Samuel’s considerable experience, education, and training, he develops comprehensive financial strategies for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, as well as estate and risk management strategies.
Samuel has partnered with Householder Group because they share his dedication to the same goals and objectives he believes are necessary to achieve successful outcomes for his clients with integrity and transparency – namely, that the clients’ needs come first and foremost. Like Householder Group, Samuel’s focus is on developing and implementing tax strategies and estate-planning techniques endeavoring to reduce income and estate taxes for his clients. In addition, Samuel is able to leverage the availability of sophisticated investment strategies that enable him to focus on capital preservation and multi-generational wealth preparation for his clients. Samuel offers a depth of knowledge in many of the critical areas of the financial landscape and he has the experience, education, and vital tools necessary to help his clients design and implement a strategic plan to pursue their individual financial goals.
Samuel is a native of Southern California and he enjoys the great outdoors in many ways including hiking, camping, and snowboarding. Samuel enjoys traveling and going on excursions just for the local cuisine. He has a passion for experiencing new recipes and recreating them in his home kitchen as somewhat of an amateur chef. You might run into him at a local eatery on the weekends!