Sam Boyd Email & Phone Number

Sam Boyd

President & Founder at Confido Advice & Investments | New Alexandria, Virginia, United States

Sam Boyd Socials
About Sam Boyd

Sam Boyd, CFP®, serves as the Senior Vice President at CAPITAL Asset Management Group, where he leverages his extensive expertise in financial planning to guide clients through the complexities of wealth management. With a focus on customer relations and comprehensive financial strategies, Sam is dedicated to aggregating, analyzing, and implementing tailored financial solutions that align with each client's unique goals. His role encompasses a wide array of key projects, including retirement income strategies, college savings plans, and insurance planning, ensuring that clients are well-prepared for their financial futures.

At CAPITAL Asset Management Group, Sam is instrumental in developing and monitoring financial portfolios that reflect the diverse needs of clients. His proficiency in economic modeling and trust services allows him to provide insightful recommendations that optimize asset allocation and enhance long-term growth. Sam's commitment to ongoing education and staying abreast of industry trends ensures that he delivers informed advice, particularly in areas such as 401(k) rollovers and Roth IRA conversions.

As a seasoned financial planner, Sam's approach is rooted in building lasting relationships with clients, fostering trust, and empowering them to make informed decisions about their finances. His dedication to comprehensive wealth management not only helps clients achieve their immediate financial objectives but also positions them for sustained success in the future. With a strong foundation in financial advisory services, Sam Boyd continues to be a pivotal figure at CAPITAL Asset Management Group, guiding clients toward financial independence and security.

Sam Boyd Work
1 experience icon

Board of Directors at Financial Planning Association (FPA) in November 2016 to Present

2 experience icon

President & Founder at Confido Advice & Investments in September 2024 to Present

3 experience icon

Senior Vice President at CAPITAL Asset Management Group in February 2013 to September 2024

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Sam Boyd Education

Christopher Newport University, BS/BA, January 2005 to January 2009

Annandale High School

Montessori

Sam Boyd Skills

Certified Financial Planner

Financial Planning

Retirement Planning

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Frequently Asked Questions about Sam Boyd

What is Sam Boyd email address?

Email Sam Boyd at [email protected] and [email protected]. This email is the most updated Sam Boyd's email found in 2026.

How to contact Sam Boyd?

To contact Sam Boyd send an email at [email protected] or [email protected].

What company does Sam Boyd work for?

Sam Boyd works for Confido Advice & Investments

What is Sam Boyd's role at Confido Advice & Investments?

Sam Boyd is President & Founder

What is Sam Boyd's Phone Number?

Sam Boyd's phone (703) ***-*114

What industry does Sam Boyd work in?

Sam Boyd works in the Financial Services industry.

Sam Boyd Email Addresses

Email Sam Boyd at [email protected] and [email protected]. This email is the most updated Sam Boyd's email found in 2026.

Sam Boyd Phone Numbers

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