Richard Sampson,
CFP®, DBA
Planning Team Lead
As a detail-oriented problem solver, Rich enjoys supporting advisors by researching, developing and refining financial plans into clear, actionable strategies for clients. He plays an integral role behind the scenes, helping ensure recommendations are thoughtful, well analyzed and aligned with each family’s goals. Rich values the planning process as much as the outcome and takes pride in the preparation and structure that allow advisors and clients alike to move forward with confidence.
Before joining The LifeWealth Group, Rich was a business professor teaching a range of business topics with a focus in finance and accounting. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and currently holds the Series 65, bringing a disciplined, fiduciary-focused mindset to the planning process.
Outside of work, Rich enjoys golfing, working out and relaxing by playing video games, watching movies or bingeing a good TV series. He values consistency, preparation and continuous improvement, principles he applies both personally and professionally.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.
