My name is Eric Sams and I am the founder and President of E&E Financial Services, Inc.
I studied at the University of California San Diego where I graduated with a degree in Economics in 2009. Shortly thereafter, I started as a Financial Advisor at a large financial services firm. After getting my securities licenses and starting to work with clients, it became apparent to me that the firm was focused on selling their proprietary investment products; not on helping clients. It was at this point that I knew I had to make a change.
From there, I went to work for an independent firm that gave me more freedom and flexibility to serve the individual needs of clients and create more customized solutions. After successfully growing my business there, I decided to start E&E Financial in 2016.
When founding E&E Financial, I had one goal in mind; creating a firm whose sole focus was our clients and serving their financial and investment needs. E&E Financial operates in an independent and unbiased manner. This allows us to customize investment strategies and financial plans that are as unique as each individual and family we work with.
I currently hold the FINRA Series 4, 7, 24, 53, 66, and 79 Securities Licenses, as well as several state insurance licenses.
Outside of work I am a huge golf enthusiast and enjoy health and fitness.