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Certified Financial Planners

The Diversified Team.

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Samuel P. Varano, CFP®, AIF®
Lifelong Financial Advisor

Samuel Varano
sam@diversifiedllc.com
Phone: 610-627-5926

Sam Varano is an experienced CERTIFIED FINANCIAL PLANNER™, 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.

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Financial planning and Investment advisory services offered through Diversified, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Diversified, LLC are not affiliated companies.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

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