J. Samuel Fitch |
Member
Warren Averett Wealth Management, LLC
Sam Fitch, CFP, has been with Warren Averett since 2000 and serves as a Vice President of Warren Averett Wealth Management. Sam’s primary responsibilities include creating comprehensive financial plans for families and creating and managing their investment portfolios. Sam brings his clients over 18 years of comprehensive financial planning and investment management experience. Sam earned his Certified Financial Planner (CFP) designation from the College for Financial Planning in Denver, Colorado.
Education
Samford University
Birmingham, Alabama
Bachelor of Science degree in Business Administration
Areas of Special Emphasis
- Comprehensive financial planning
- Retirement planning
- Building efficient investment portfolios
- Investment research and due diligence
Professional Honors and Affiliations
Financial Planning Association of North America
Of Interest
While attending Samford University on a Presidential Scholarship, Sam was the Vice President of Finance for a student-owned, student-run computer company. The company specialized in graphic design work and had a store called Byte Back which sold computers to Samford staff members and students. During his senior year, Sam accepted an internship with a local financial planning firm and has focused on comprehensive financial planning services since that time.
