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Sam Rook
Portfolio Manager and Managing Partner at Q Wealth Partners
Panelist

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

Agenda Sessions

  • Becoming Independent: A Pathway for Financial Advisors

    3:40pm