about SAM

Sam joined Levenson Wealth full-time in 2024 after receiving his Certificate of Financial Planning from Boston University and passing the CFP exam. He enjoys the personal and collaborative nature of planning and aims to serve as a thought partner for each client.  

Sam holds a Bachelor of Arts (B.A.) in Economics and International Relations with high honors from the University of Pennsylvania. He also studied Talmud in the Mir Yeshiva in Jerusalem, Israel. He is a committed lifelong learner. After university, Sam worked for five years as a management consultant for Bain & Company, where he focused on merger integration and customer experience transformation.  

Sam and his wife are talented multitaskers who delight in balancing their careers and raising their young children.

Contact Sam to discuss your needs.