The Principal
SAM
SOLOMON
In 1976, Mr. Solomon began his financial career in the audit and
tax divisions of one of the then "Big Eight" international
certified public accounting firms. Sam joined Advisory Services,
Ltd. in 1982.
Professional Accomplishments:
- Certified Public Accountant (CPA)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Accredited Estate Planner (AEP)
- Financial and Investment Consultant
- Licenses Held or Previously Held:
- Insurance (agent and counselor)
- Real Estate (associate broker)
- Securities
Education:
- University of South Florida, College of Business Administration
Bachelor of Arts, Major: Accounting, Cum Laude
- Georgia State University, College of Business Administration
Master of Taxation
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