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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

2 advisors near 92277

Out of 400,000+ nationwide

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Valerie V

Series 66

Twentynine Palms, CA

Navy Federal Investment Services, LLC

Valerie Vitale is a financial advisor at Navy Federal Investment Services, LLC with six years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Ameriprise Financial Services, Inc. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides various account monitoring and rebalancing services.

ESG / Sustainable investing Wealth management Tax-loss harvesting Retired
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Robert F

Series 66

Twentynine Palms, CA

Edward Jones

Robert Fleck is a financial advisor with Edward Jones in Twentynine Palms, CA, holding a Series 66 designation and six years of industry experience. He worked at Provider Management from 2013 to 2019 before joining Edward Jones in 2019. Outside of his advisory role, he receives VA disability benefits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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