Sam Terminello, CFP®

Vice President, Advisor

San Francisco, California

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Sam Terminello is dedicated to helping his clients understand and take control of their finances, creating strategies that are tailored to their unique goals. He finds joy in seeing his clients become more confident and empowered in their financial lives.
Since starting his career in financial services in 2018 at Vanguard, Sam has specialized in retirement planning and served as an advisor, providing his clients with expert guidance and support.
Sam earned a B.A. in Business Administration from Sonoma State University in 2015 and is a Certified Financial Planner™ (CFP®).
Originally from Southern California, Sam spent seven years in North Carolina before returning to California to be closer to family. He enjoys exploring the state’s diverse landscapes and takes full advantage of the great weather by engaging in outdoor activities such as boating, hiking, surfing, fishing and climbing in the Eastern Sierras.