Sam Flaten

Sam Flaten Work

Founder

@ LEVR Planning

V

Practice Manager

@ Valley Forge PT, LLC

Partner

@

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Retirement Income and Tax Strategist

@ Narrow Road Financial Planning

Sam Flaten Education

2019 - 2020 CFP® - Insurance in Investments, Estate & Tax Law, Retirement

College for Financial Planning
2015 - 2019 Bachelor of Science - BS in Finance, General

University of Wisconsin-River Falls
2015 - 2019 Bachelor's degree in Finance and Economics

University of Wisconsin-River Falls

Sam Flaten Contact Information

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Personal email●●●●●●●●@gmail.com

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Sam Flaten currently works at LEVR Planning as Sam Flaten - Founder at LEVR Planning.

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