Andrew Rosen


Samuel P. Varano, CFP®, AIF®

Lifelong Financial Advisor

Sam Varano is an experienced Certified Financial Planner (CFP®), and Accredited Investment Fiduciary (AIF®) who brings more than 15 years of expertise in client relations, comprehensive financial planning and portfolio management to Diversified Lifelong Advisors.

As a Financial Planner, Sam works with clients on Diversified’s comprehensive planning process to clarify and prioritize their goals so they can develop a plan to work towards fulfilling their aspirations in life for themselves and their families. Sam’s experience in working with clients to develop financial plans comes from his time the family office arena delivering concierge-level wealth management services to multigenerational families.

Sam has first-hand experience in what it takes to work with high net-worth families to meet their needs and deliver results day-to-day as well as for multiple generations. This allows him to develop and implement what is needed to provide security for the current generation and evolves to meet the future needs of the younger family members in serving Diversified’s clients.

Sam is a graduate of Indiana University of Pennsylvania (IUP) where he majored in finance. He attended IUP on a golf scholarship and earned both academic as well as athletic NCAA All-American honors. Sam and his family reside in the Royersford area.

 

*CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® and CRPS®, CHARTERED RETIREMENT PLANS SPECIALIST are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ or CFP (with flame logo)® or CRPS® certification marks. CFP® and CRPS® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as a CFP® Board Registered Program, have met its ethics, experience, and examination requirements.
*AIF®, The Accredited Investment Fiduciary Designation. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

50 POINT WEALTH CHECK-UP

When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.

50 critical financial questions which drive your financial life.

50 Point Wealth Checkup

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