Sam Strum, CFP®, ChFC®, CLU® in

Sam Strum, CFP®, ChFC®, CLU®

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Financial Advisor at Eagle Strategies, LLC
📍 Chicago, Illinois, United States

Sam Strum is a Financial Planner with Field Financial Strategies, specializing in empowering professionals, business owners, and creative individuals. He leverages a background in the arts to build empathetic, long-lasting client relationships. He graduated from The University of Texas at Austin with a B.A. in Plan II Honors and is a member of Phi Beta Kappa.

Outside of finance, Sam has a deep-rooted passion for musical theater, having previously worked in New Yorks Broadway industry. This experience motivated his career shift to provide financial guidance to artists. He co-created and produces the show "Broadway Goes A Cappella" and is an active member of his local Jewish community in Chicago.

His honors thesis at university uniquely focused on the viability of commercial musical theater in Mainland China.

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Experience
11 Years
Current Role
Financial Advisor
Location
Chicago, Illinois, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Sam cares about

Creative Professionals
He specifically focuses on helping successful creative individuals and was inspired to enter finance after working with artists in the Broadway theater industry.
Musical Theater
He co-created and produced the show "Broadway Goes A Cappella" and his university thesis was on commercial musical theater in China.
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Career

Work history

7-2020
Financial Advisor
Eagle Strategies, LLC
6-2020
Financial Planner
Field Financial Strategies, LLC
11-2017
Financial Services Professional
NYLIFE Securities LLC
6-2017
Agent
New York Life Insurance Company
6-2015 - 5-2017
Executive Assistant to the President; Office Manager
Broadway Asia
In the press

Media appearances

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Education
2010 - 2014
Bachelor of Arts (B.A.)
The University of Texas at Austin
2014 - 2014
Mandarin Chinese; Musical Theatre
Shanghai Theatre Academy
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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