Samuel "Sam" Christieemail
2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004
"Go out in the world and do well. But more importantly, go out in the world and do good!" - Minor Myers, Jr
More than just a quote, these are words to live by for Sam Christie as he is dedicated to making a difference in people’s lives, both personally and professionally. Committed to building long-term relationships with his clients, Sam prides himself in getting to know each client so that he can understand their specific needs and what matters most to them. He is passionate about educating his clients and helping them to understand the “why” behind their financial strategy. Drawing on his knowledge, experience, and world-class tools, Sam strives to empower his clients so they can achieve confidence and financial wellbeing.
When he’s not focused on his practice, Sam enjoys spending time with his family, golfing with friends, and is an avid Philadelphia sports fan, especially those Phillies. When it comes to giving back, Sam spends his time focused on volunteering and raising awareness and funds, for the Philadelphia Ronald McDonald House (PRMH). His efforts have been recognized by the MassMutual Foundation with a grant of $10,000 to PRMH. He was also awarded with the Next Generation of Givers Award by the Philadelphia Inquirer, in recognition of his passion and commitment. To Sam, the willingness of his family, clients, and local businesses each year to take part in his fundraising efforts speak volumes of the kind-hearted community of Greater Philadelphia.
Family is at the core of everything Sam stands for, he credits this to his parents and the values they continue to instill him. Without question, his greatest joy is the life he and his wife, Casey are building. Sam and Casey tied the knot in 2019 and they’re family and hearts grew even more if 2022 when they welcomed their son, Samuel Kevin into the world. They currently reside in Springfield, PA. Sam earned his Bachelor of Science in Business Administration and Management, from Widener University, all while playing baseball for The Pride. He was born and raised in Delaware County and is a proud graduate of Monsignor Bonner High School.
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- College Funding Strategies
- Business Succession Planning
- Business Owners
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Samuel’s Licenses and Disclosures