Sam Varano is an experienced Financial Advisor, Certified Financial Planner (CFP®), and Accredited Investment Fiduciary (AIF®) who brings more than 15 years of expertise in client relations, comprehensive financial planning and portfolio management to RZ Wealth.
Sam’s knowledge comes from working in the family office arena delivering concierge-level wealth management services to multigenerational families.
He has first-hand experience in what it takes to work with high net-worth families to meet their needs and deliver results day-to-day as well as for multiple generations. This allows him to develop and implement investment programs that provide security for the current generation that evolve to meet the future needs of the younger family members.
His interest in the technological advances in the wealth management industry has allowed him to develop an acute understanding for integrating the systems, operations and technology required to manage the complex needs of RZ Wealth’s diverse portfolio of clients with an excess of $200 million in assets under advisement.
Sam is a graduate of Indiana University of Pennsylvania (IUP) where he majored in finance. He attended IUP on a golf scholarship and earned both academic as well as athletic NCAA All-American honors. Sam and his family reside in the Royersford area.
*CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as a CFP® Board Registered Program, have met its ethics, experience, and examination requirements.
*AIF®, The Accredited Investment Fiduciary Designation. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.