Sam RookPortfolio Manager and Managing Partner at Q Wealth PartnersPanelist
Profile
With 20 years of experience working with families globally, Sam Rook specializes in goals-based planning and evidence-based investing. He is dedicated to managing both the planning and investment aspects of the business to help clients achieve their financial goals.
Q Wealth Website: Q Wealth Partners | Where Money Meets Meaning
Bird’s Eye Website: Bird's Eye Wealth Planners | Goals-Based Planning. Evidence-Based Investing. (birdseyewealth.com)
Q Wealth LinkedIn Page: (6) Q Wealth Partners: My Company | LinkedIn
Bird’s Eye LinkedIn Page: (6) Bird's Eye Wealth Planners: Overview | LinkedIn
Sam Rook's Network
Agenda Sessions
Becoming Independent: A Pathway for Financial Advisors
, 3:40pmView Session