Sam Sim, Director, Wealth Management.
Sam is a Director and a member of the Business Development Team. He meets directly with clients and prospective clients to review their financial planning needs and to communicate Polaris Wealth’s investment strategies.
Sam has been working in the financial industry since 2011 and has worked for Wells Fargo and JPMorgan Chase primarily with affluent clients. He also earned a Bachelors of Arts degree from Sonoma State University.
When not in the office, Sam enjoys spending time with his family and friends, barbecuing, fishing, and when possible, traveling to new places.