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Samson Cirocco 
 

ABOUT THIS REP

Samson Cirocco

 
One of the most vital tasks we face in life is to craft an investment and budgeting plan to provide for a secure financial future not only for ourselves but our family as well. An empowered and well-educated client provides a mutually beneficial relationship. I take pride in teaching and coaching my clients on the best practices of investing using validated research from some of the brightest minds in academia. We will work together to craft an investment and budgeting plan that gives you the peace of mind you desire and the flexibility to enjoy your hard-earned income.

I keep my finger on the pulse of technology and innovation. I like to make my clients aware of useful programs that will make their money management simpler and more user friendly. Check books and spreadsheets are great, but there is certainly a better way.

My clients come from all walks of life with varying income levels and at different points in their financial journey. My greatest joy comes from working with families as a whole. Not just the parents, but also their children to provide financial literacy. My goal in life is to help as many families as possible change their financial trajectory for years and generations to come.

As an independent advisor with PlanMember, I can help put a plan in place for your future. You can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. You will also enjoy the benefits of membership through the PlanMember Services Program, a comprehensive retirement planning system designed to help take the mystery out of saving for retirement. And, you can choose the level of service that is right for your personal investment style.

When I am not meeting with clients, you can bet I am spending time with my stunning wife who happens to be an ASRS employee. One of my core values is to be a lifelong learner and I find joy in the culinary arts, psychology, and personal development.

Giving back to others is one of the most satisfying activities we as humans can participate in. Recently, I have found great joy in volunteering with the Phoenix Rescue Mission and the Arouet Foundation to assist and work with men and women who are trying to embrace a new walk of life.

Contact me today so we can create a custom savings and investment plan that will help you reach your wealth accumulation and retirement goals.

 
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Before investing, carefully read the prospectus(es) or summary prospectus(es) which contains information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price.

Asset Allocation or the use of an investment advisor does not ensure a profit nor guarantee against loss.
Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. PlanMember is not liable for ancillary products or services offered by this representative and One2One Wealth Strategies. One2One Wealth Strategies and PlanMember Securities Corporation are independently owned and operated companies. PlanMember Financial Corporation • 6187 Carpinteria Avenue • Carpinteria, CA 93013 • 800-874-6910