Sam Ventimiglia, CLU, RHU

Sam Ventimiglia, CLU, RHU

Financial Advisor

Business

I began working in the financial industry in 1980.  Over the course of my career, I have successfully weathered a broad range of markets and economic conditions with my clients by coupling my knowledge of financial markets with the skills I have acquired to create client investment portfolios that match the needs and risk tolerance of my clients.  Each portfolio is tailored to the specific needs of my client and adjusted over time, if necessary, to address changing goals and objectives.  While many financial advisors are solely focused on planning for individuals, I also have extensive experience in managing the portfolios of professionals and small business owners.  In addition, my advice is not limited to investments, but includes risk management, estate planning strategies*, detailed financial plans as well as insurance and retirement plans for businesses.

Personal

I am proud of the long career I have had, actively participating and volunteering for local organizations and foundations to support children and our local community.  A list of my memberships include:

  • The immediate past president of the Italian American Delegates, a non-profit organization which raises and donates over $50,000 per year to needy causes.
  • Sitting on the Board of Directors for the Boys and Girls Clubs of Southeastern Michigan.
  • An active member and past president of the Italian American Chamber of Commerce of Michigan.
  • A distinguished past president of Shorewood Kiwanis and a founder of its Foundation.

 

My wife, Donna and I have three adult children.  An outdoorsman at heart, I enjoy golfing, hunting and fly fishing.  I love preparing meals from these hunting outings and sharing them with family and friends.  I am also very active in the Detroit Athletic Club where I have been a proud member since 1992.

Education

I received my B.A. from Western Michigan University’s College of Business, and I hold CLU (Chartered Life Underwriter) and RHU (Registered Health Underwriter) designations from The American College in Bryn Mawr, PA.  In addition, I am a Licensed Insurance Counselor in Michigan. 

*Great Lakes Wealth Planning and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Phone (586) 773-6800
Fax (586) 773-6801