Samuel Waller CFP®, RICP®, CLU®, ChFC®

Critic
DISC Type : C

Partner & Private Wealth Advisor at LiveWell Capital - Northwestern Mutual

Cedarhurst, New York, United States

Overview

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.

Personality Overview

Information Seeker

Critic

Negotiator

Unless the value is proven by data, they are unlikely to value fancy features.  It is very likely that they will negotiate pricing or other important terms. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Tax Mitigation
A core part of his practice is mitigating clients' tax burdens by applying tax-smart strategies, a topic he frequently highlights.
Retirement Income
As a Retirement Income Certified Professional (RICP®), he has specialized expertise in structuring financial plans for a secure retirement.
Holistic Financial Planning
His approach is a concierge-style service that integrates wealth management, estate, business, and insurance planning for clients.

Media Appearances

Samuel has no verified media appearances

Work History

7-2025
Partner & Private Wealth Advisor at LiveWell Capital - Northwestern Mutual
6-2016
Finance Director/Board Member at Machon Yaakov - The Rabinowitz Institute
2-2002 - 6-2025
Wealth Management Advisor at Northwestern Mutual

Education

2011 - 2012
Education details unavailable from Machon Yaakov - The Rabinowitz Institute
1997 - 2001
Education details unavailable from University of Delaware

More Information

Social Presence :

Prographics :

Exp : 23 Location : Cedarhurst, New York, United States Job Level : N/A Designation : Partner & Private Wealth Advisor at LiveWell Capital - Northwestern Mutual
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Insights For Selling To Samuel

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be formal and objective, they will appreciate it more
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Do not use very emotional or colorful language
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Samuel is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Samuel

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Samuel move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Samuel take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Samuel

Personality Compatibility


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