Building a Financial Planning Foundation with Sam Huszczo - S9 Ep.2

Sam Huszczo, CFP, CFA, is the founder and investment officer at SGH Wealth Management. Since starting SGH Wealth Management in 2005. Sam has acquired his bachelor’s degree from the University of Michigan and also holds his CFA and CFP certifications. SGH is one of the top-rated financial advisory firms ranked by USA Today.

In today's podcast we discussed:
- Sam’s journey through the financial world
- Starting a firm at a young age
- Highs and lows of a new advisor
- Best ways to market yourself
- Advice for students looking for a career in financial advising

Sam's Links:
  / sghwealthmanagement  
https://sghwm.com/

SGH Wealth Management Sponsors Free Entry for MSU Students to the CFA Annual Forecast Lunch. If you want to be included simply email us at [email protected]
- 2024 CFA Detroit Annual Forecast Luncheon
- When: Nov 7, 2024 from 10:30 AM to 02:00 PM (ET)
- MotorCity SoundBoard in Detroit
- https://www.cfasociety.org/detroit/ev...

Podcast Team Links:
Jeffrey Nugent -   / jeffrey-nugent-0566b1242  
Brandon Klump -   / brandon-klump  
Hannah Bennett -   / hannahbennett-  

WMA website: http://msuwma.com
Contact: [email protected]