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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

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David C

CFP®, Series 63, Series 66

New York City, NY

International Assets Investment Management, LLC

David Chin is a CFP® professional at International Assets Investment Management, LLC with 21 years of experience in the financial industry. He has worked with International Assets Advisory LLC since 2010 and has held positions at Raymond James Financial and related entities since 2008. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisors. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may implement strategies via third-party money managers and wrap programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Erkan A

Series 63, Series 65

Paramus, NJ

International Assets Investment Management, LLC

Erkan Afacan is a financial advisor at International Assets Investment Management, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining International Assets Investment Management in 2022, he worked at Nationwide Planning Associates and Cambridge Investment Research for over 15 years. Outside of his advisory role, Afacan serves as the president of a homeowners association in Ridgewood, NJ. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary management, financial planning, and third-party manager referrals.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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