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Our financial advice team


Samuel O Penni

Samuel O Penni

CLU®, ChFC®

Private Wealth Advisor

Smith, Penni, Rippey, Cunningham & Associates
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 45 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Retirement Income Strategies

Interests

I value my time gardening at my house, as well as taking care of all the plants in my office. For recreation and relaxation, you can find me playing ice hockey several times a week. I also enjoy photography and my flowers are one of my most popular subjects.

Awards & recognition

  • Ameriprise Circle of Success, 2020

Qualifications

  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
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