Financial Planning Association (FPA) of Central Ohio’s Post

Welcome to the FPA, Sam LaVielle, CFP®️! GET TO KNOW SAM: 🔹What’s your role at your company? - Staff Financial Advisor, Investment Committee member, and Internship Coordinator 🔹How long have you been in the industry? - I started full time in June of 2022 (1 year and 9 months). However, I have been interning with Summit since 2020. 🔹What do you like about your job? - I enjoy getting to be a part of my client’s lives. I get the opportunity to celebrate when they achieve their dreams. But I also am the person who helps them get back on their feet when it seems like those dreams are unreachable. It’s a special relationship that is unique to this career and is why I am passionate about my job. 🔹What's your favorite hobby? - My favorite hobby is swimming! I compete for a team called the Columbus Clownfish, in the Masters Swimming League. 🔹What’s some of the greatest advice you’ve ever received? - Some of the greatest advice I have ever received was from my mentor Brian Sutliff. He said you can provide the greatest financial plan of all time, but if you can’t put yourself in your clients’ shoes and understand their fears and their dreams then it meant nothing. #NewMember #CentralOhioFPA #GetToKnow

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Christopher Rule, CFP®

CFP® | Wealth Advisor with Sequoia Financial Group

5mo

Welcome to the FPA!

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Kelly Augspurger, CLTC®, CSA

𝑳𝒐𝒏𝒈-𝑻𝒆𝒓𝒎 𝑪𝒂𝒓𝒆 𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 𝑺𝒑𝒆𝒄𝒊𝒂𝒍𝒊𝒔𝒕 | Plan for Care to Live Well | Steadfast Care Planning 🎙 Host | InnovateHER Icons - Women Business Leaders of 2024

5mo

Welcome to the group, Sam!!

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