Samuel P. Irvine, CFP®, CRPC®, Financial Consultant/Investment Advisor

Samuel Irvine is a financial advisor with Davie Kaplan Wealth Care Advisors, LLC. In this capacity, he has served his clientele since 2014 by focusing on strategies and solutions that prioritize their financial planning objectives for themselves, their businesses and, most importantly, their families. As an advocate for his community, he also works closely with several non-profit organizations including Flower City Habitat for Humanity, Flower City Outreach and the Fellowship of Christian Athletes. Sam is also a proud supporter of several veteran outreach programs. Having graduated from the State University of New York at Geneseo with a degree in economics, Sam can appreciate the analytics behind investing. However, as a Chartered Retirement Planning Counselor, it is his opportunity and privilege to coach his clients with a personalized approach that he finds most engaging.

Education

• B.A. Economics, The State University of New York at Geneseo

Affiliations

• Flower City Habitat for Humanity – Homebuyer Counselor; Chairman of Habitat Young Professionals
• Rochester High Noon Toastmasters
• Boy Scouts of America Troop 209 – Eagle Scout

 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.