Samuel Plotkin

Q: What is Samuel Plotkin email address?

Email Samuel Plotkin at dovdrummer@gmail.com. This email is the most updated Samuel Plotkin email found in 2026.

Q: How to contact Samuel Plotkin?

To contact Samuel Plotkin send an email to dovdrummer@gmail.com. If you want to call Samuel Plotkin try calling on +16176728571. (updated on October 31, 2024)

Financial Planner at ProsperiTea Planning | Greenfield, Massachusetts, United States

About Samuel Plotkin

Samuel Plotkin is a seasoned financial planner and partner at ProsperiTea Planning, where he leverages his extensive experience in both public and private equity markets to deliver comprehensive financial solutions to his clients. Operating under a fee-only, fiduciary model, Samuel is committed to transparency and integrity, offering an open retainer structure that allows clients to access a full suite of services for a single annual fee. This innovative approach not only fosters trust but also empowers clients to engage in proactive financial planning without the concern of hidden costs.

At ProsperiTea Planning, Samuel specializes in a diverse range of areas, including real estate investment, budgeting, and socially responsible investing. His expertise in investment management is complemented by his proficiency in tools like Factset and Microsoft Excel, enabling him to conduct in-depth analyses that inform strategic investment decisions. Samuel is particularly passionate about aligning financial strategies with clients' values, ensuring that their portfolios reflect their commitment to sustainability and social responsibility.

Currently, Samuel is spearheading several key projects aimed at enhancing client engagement and education. By developing tailored financial planning workshops and resources, he aims to empower clients with the knowledge and tools necessary to navigate the complexities of financial markets. Living in the scenic Pioneer Valley of Western Massachusetts, Samuel enjoys the balance of a vibrant community and the tranquility of nature, which inspires his holistic approach to financial wellness. Through his dedication and expertise, Samuel Plotkin continues to make a meaningful impact in the lives of his clients, guiding them toward their financial goals with confidence and clarity.

Samuel Plotkin Work

Financial Planner at ProsperiTea Planning in February 2024 to Present

Wealth Planner, Co-Founder at Clarity Wealth Management in May 2022 to February 2024

Private Equity Valuation Analyst at Wellington Management in January 2017 to July 2021

Samuel Plotkin Skills

Private Equity Research

Real Estate Investment

Financial Planning

About Samuel Plotkin's Current Company

ProsperiTea Planning

Discover more about ProsperiTea Planning

Frequently Asked Questions about Samuel Plotkin

What is Samuel Plotkin email address?

Email Samuel Plotkin at [email protected]. This email is the most updated Samuel Plotkin email found in 2026.

What is Samuel Plotkin phone number?

Samuel Plotkin phone number is +16176728571.

How to contact Samuel Plotkin?

To contact Samuel Plotkin send an email to [email protected]. If you want to call Samuel Plotkin try calling on +16176728571. (updated on October 31, 2024)