Samuel R. Tenney,  CFP<sup>&reg;</sup> - Financial Advisor

Samuel R. Tenney, CFP®

Wealth Manager

Fidelis Wealth Advisors, LLC

751 Maleta Lane, #203
Castle Rock, CO 80108
FINANCIAL ADVISOR'S WEBSITE
(303) 800-4683 CONNECT WITH Samuel
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General

Samuel Tenney is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fidelis Wealth Advisors, LLC in Castle Rock, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CO, Utah
  • Health/disability insurance: CO, Utah
  • Property/casualty: CO, Utah
  • Fixed annuities: CO, Utah
  • Variable annuities: CO, Utah

Broker-Dealer Affiliation

Purshe Kaplan Sterling Investments

Broker-Dealer Disclaimer

Fidelis Wealth Advisors, LLC dba Fidelis Wealth Advisors is a registered investment advisor in the State of Colorado and certain other states. Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd, Albany, NY, 12211. Purshe Kaplan Sterling Investments and Fidelis Wealth Advisors, are not affiliated companies. Fidelis Wealth Advisors, does not provide legal or tax advice. For all such matters contact your legal or tax consultant.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth

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