Samuel L. Torrez
CFP®, ChFC®, CLU®, LUTCF®, Investment Advisor Representative
Sam Torrez is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chief Life Underwriter (CLU®), Investment Advisor Representative, and Life Underwriting Training Council Fellow (LUTCF®) with Cambridge Investment Research, Inc. and has over 25 years of experience in the financial services business. Sam specializes in comprehensive financial planning for individuals, families, retirees, and business owners. His areas of expertise include estate planning, retirement planning, tax planning, and investment management. He is a Registered Representative and holds his Series 6, Series 7 (stockbroker), 63, and 65 licenses in addition to Life, Accident, and Health, and Property and Casualty. Sam received the Jack Pettey's Memorial Foundation Scholarship and is a graduate of Northeastern Junior College and Colorado State University.