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Sam L. Rinehart, Private Wealth Advisor serving the Miamisburg, OH area - Ameriprise Advisors

Sam L. Rinehart

CFP®, CLU®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Rinehart & Dayhoff
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies

Interests

Sam and his family live in Springboro, Ohio. When he is not at the office, Sam volunteers his time and energy to various charitable organizations in an effort to provided access to healthcare to underserved areas in Ohio.

In addition, Sam enjoys giving back to the organizations that helped him through his life such as Chaminade Julienne High School and it's Eagle Pride marching band.

In his spare time, Sam enjoys going to the gym, going for walks in his neighborhood or spending time in Hawaii.

Awards & recognition

  • Ameriprise Circle of Success, 2010, 2012, 2014 - 2019
  • Five Star Wealth Manager, 2014 - 2015

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S. Business Administration, Wright State University, Dayton, OH, 1976

Professional associations

  • The Financial Planning Association
  • Society of Financial Services Professionals