Samuel Waller CFP®, RICP®, CLU®, ChFC®
Login to view DISC.Samuel is a Partner and Private Wealth Advisor at LiveWell Capital with over 23 years of experience. He specializes in providing comprehensive, tax-smart financial solutions for families and businesses, holding multiple certifications including CFP®, RICP®, CLU®, and ChFC®.
Outside of his financial practice, Samuel is deeply involved in non-profit governance, serving as the Finance Director and a board member for the Machon Yaakov - The Rabinowitz Institute, an educational organization.
He applies his financial expertise to guide an international educational institute as its Finance Director.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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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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