Sam Liptak, CFP® in

Sam Liptak, CFP®

Senior Financial Planning Associate at SignatureFD
📍 Charlotte, North Carolina, United States

Sam Liptak is a CERTIFIED FINANCIAL PLANNER® and Senior Financial Planning Associate at SignatureFD. A graduate of The University of Georgia, he has grown his career within the firm, progressing from an intern to his current senior position. He is passionate about helping clients achieve their financial goals.

Outside of his professional life, Sam is an avid supporter of the Georgia Bulldogs. He also enjoys spending his free time on the golf course and exploring new restaurants. He previously volunteered as a tax preparer, demonstrating a commitment to community service.

Becoming a CFP® professional was a goal Sam set for himself during his first days as a financial planning major in college.

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Current Role
Senior Financial Planning Associate
Location
Charlotte, North Carolina, United States
Personality Overview
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Priorities

Topics Sam cares about

Comprehensive Financial Planning
As a CFP® professional, he focuses on helping people design their financial life to support their personal goals and live their best life.
Career Progression
He has demonstrated loyalty and growth by advancing from an intern to a Senior Financial Planning Associate all within SignatureFD.
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Career

Work history

1-2026
Senior Financial Planning Associate
SignatureFD
9-2021 - 1-2026
Financial Planning Associate
SignatureFD
4-2021 - 8-2021
Planning Associate Intern
SignatureFD
1-2020 - 4-2020
Volunteer Tax Preparer
VITA Clinic at Georgia United Credit Union
In the press

Media appearances

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Education
8-2017 - 12-2020
Bachelor's degree
The University of Georgia
8-2016 - 5-2017
Business Administration and Management
Kennesaw State University
Social presence
in

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