Sam McPherson, CFP ®, is the President/CEO of McPherson Financial Advisors, Inc. He has over 30 years experience in finance. Sam advises individual clients on varied financial matters including investment management, cash flow analysis, retirement planning, insurance, and estate planning. He also advises small business owners how to most effectively manage their money.
His various roles in the financial industry have included Chief Financial Officer, Investment Researcher, Financial Analyst, Staff Accountant and Investment Advisor. Sam has worked at a New York hedge fund and at Merrill Lynch. He previously ran a successful income tax preparation business for over 50 clients.
Sam understands that each individual has his or her own perceptions about money and finances. Sam works to understand how each client feels about money and builds his recommendations from that starting point. Money is a powerful tool that can be used to create comfort and peace of mind. It can also be very destructive if not managed appropriately. Sam works with clients from many walks of life, but he knows that a successful financial plan must be built on a clear mutual understanding of the client's goals and dreams.