
Sam Thorp-Nicholsemail
Golden Summit Wealth & Insurance Solutions
6701 Koll Center Parkway, Ste 140
Pleasanton, CA 94566
Pleasanton, CA 94566
Professional Story
Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future.
I offer total financial needs analysis, including access to trust services, through a network of experienced
professionals with detailed knowledge in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
Education
University of California, Santa Cruz
Hobbies
Hiking, family, cooking, powerlifting, golf, travel
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Risk Management Strategies, Estate Planning
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