Sam Eppy, ChFC® CPFA®
Login to view DISC.Sam Eppy is the Managing Partner at Levanti Wealth, specializing in financial planning for business owners, attorneys, and their families. An alumnus of the University of Central Florida, he holds ChFC® and CPFA® certifications and is described by others as caring, dedicated, and hardworking.
Residing in Boca Raton with his family, Sam is a deeply engaged community leader. He is a founding member of the United Way of Broward Countys Envision Broward initiative and has served on the boards of the Broward Jewish Federation and Jewish Family Home Care.
Sam was recognized by Forbes as a Top Financial Security Professional.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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