William Sample, CFP®

Will Sample, CFP®, is a CERTIFIED FINANCIAL PLANNER®, professional who takes a personalized and thoughtful approach to wealth management. With a strong foundation in accounting and finance, Will helps individuals and families navigate complex financial decisions with clarity and confidence. His work focuses on developing strategies that align with each client’s unique goals, whether that’s planning for retirement, preserving wealth, or supporting the next generation.

Born and raised in Portland, Oregon, Will graduated from Concordia University–Portland with a degree in Accounting and a minor in Finance. His background gives him a deep understanding of both the technical and practical sides of financial planning.

Outside the office, Will enjoys exploring everything the Pacific Northwest has to offer. You’ll often find him hiking, camping, wake surfing, or rock climbing. He’s also an avid reader and enjoys discovering new coffee shops around town.

Specialties:

• Saving for Education
• Retirement Planning & Income Strategies
• Employer Benefit Strategies
• Investments and Portfolio Construction
• Tax Planning Strategies
• Equity Compensation
• Insurance Coverage Needs
• Estate Planning Strategies

BrokerCheck

^{*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.}