Samuel Chavarria is the co-founder of Limestone Advisory Services and has been helping individuals and families plan their financial futures for over 19 years. A lifelong Central New Yorker, Sam combines deep expertise with a genuine commitment to the community he calls home. He holds a bachelor’s degree in economics from Tufts University and has earned the Accredited Investment Fiduciary (AIF), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) designations.

Sam founded Limestone Advisory Services to provide holistic, relationship-driven financial planning, with a special focus on retirement. He believes planning isn’t just about numbers—it’s about helping people align their financial decisions with their values, goals, and families.

Outside of work, Sam finds his greatest joy in spending time with his wife and their three young children. Whether hiking, skiing, or enjoying the lake, family adventures outdoors are a top priority. He also enjoys golf, pickleball, and a good board game with friends and family.

 

Education

BA in Economics fro Tufts University(2006), Accredited Investment Fiduciary: Chartered Life Underwriter, Chartered Financial Consultant

Hobbies

Hiking, Golf, Outdoors Activites, Any time with Family

Community Involvement

Founder and Secretary for JLC Foundation