Sam Madar

Name: Sam Madar (she/her)

Title: Financial Planner & Abundance Advisor

Company: Soul Wealthy Financial

Bio: Sam Madar (she/her) is the Founder of a boutique, fee-only financial planning firm called Soul Wealthy Financial. Her mission is to help individuals, couples, and families create sustainable abundance, achieve their financial goals, and co-create the life they desire.

Sam takes an intuitive and trauma-informed approach to financial planning and integrates energetic tools and healing modalities in her work. These tools include shadow work, human design, numerology, divination tools, and neuro-linguistic programming (NLP) techniques. In addition to Trauma of Money, she has pursued intuitive development work under spiritual mentors Zoey Greco and Nikki Novo.

From a technical perspective, Sam holds both a B.S. degree and an MBA in finance. She has also completed a year of rigorous financial planning education for the CFP® (CERTIFIED FINANCIAL PLANNER) designation, holds her FINRA Series 65 license, and is a Certified Corporate Financial Planning & Analysis Professional (FPAC). Before pursuing a career in financial planning, Sam spent over six years in public accounting, serving clients in the banking & capital markets industry. Sam is a member of the XYPN Planning Network and a proud fiduciary and fee-only planner.

Sam is a Taurus Sun, Libra Moon, Cancer Rising, a 5/1 Emotional Projector, and Life Path 5. In her spare time, you can find her hiking or roller skating.

Email: sam@soulwealthyfinancial.com

Social handle(s): Instagram Facebook LinkedIn

Website: https://soulwealthyfinancial.com

Language(s): English