Samuel P. Varano, CFP®, AIF®Lifelong Financial Advisor
Sam Varano is an experienced Certified Financial Planner (CFP®), and Accredited Investment Fiduciary (AIF®) who brings more than 15 years of expertise in client relations, comprehensive financial planning and portfolio management to Diversified.
As a Financial Planner, Sam works with clients on Diversified’s comprehensive planning process to clarify and prioritize their goals so they can develop a plan to work towards fulfilling their aspirations in life for themselves and their families. Sam’s experience in working with clients to develop financial plans comes from his time the family office arena delivering concierge-level wealth management services to multigenerational families.
Sam has first-hand experience in what it takes to work with high net-worth families to meet their needs and deliver results day-to-day as well as for multiple generations. This allows him to develop and implement what is needed to provide security for the current generation and evolves to meet the future needs of the younger family members in serving Diversified’s clients.
Sam is a graduate of Indiana University of Pennsylvania (IUP) where he majored in finance. He attended IUP on a golf scholarship and earned both academic as well as athletic NCAA All-American honors. Sam and his family reside in the Royersford area.