Introduction to Sam Paganelli

As I went to college and I got my first internship, I had a great first boss. He was a mentor to me. He taught me the basics of financial planning.

I became enamored with personal financial planning. I think the, the world of financial planning is such a large space. There are all kinds of rules. There are all kinds of different companies, and when people are trying to figure it out on their own, it can feel like stumbling around in the dark.

And it doesn’t have to be that way. For me. I wanna be able to help people, and helping people with their money is something that everybody needs one way or another. And I think that’s a powerful tool to be able to help people do that.