Advisor profile


My approach

Samuel Lookner - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Samuel Lookner - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • BFA Business Financial Advisor

Education

  • B.A., Boston University, 1991
  • M.B.A., Boston University, 1997

Interests

Spending time with my wife and three children

Playing sports including softball, football and basketball

Keeping physically fit with boot camp workouts

Community participation

Corporate sponsor of Warmlines in Newton, MA.

Coach, Newton Girls Softball

Coach, Newton YMCA Basketball

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2011