As a REALTOR® and CERTIFIED FINANCIAL PLANNER®, Sam uses his expertise in business, finance and marketing to help clients make smart real estate decisions.
His background includes degrees from elite programs – MBA from the Ross School of Business at the University of Michigan and a BA in Political Economy from UC Berkeley. Prior to a career in real estate, he worked as a banker in the Global Corporate and Investment Banking Group at Bank of America, and later as a marketing professional for 3PAR and Hewlett Packard Enterprise. At 3PAR, he had the unique opportunity to help lead a little-known Silicon Valley start up from its first product launch to an IPO and later to an acquisition.
Sam’s background and experiences give him a unique edge: the ability to analyze opportunities strategically, negotiate with confidence, and guide clients through complex financial decisions with clarity and precision.
Why the CFP® Certification Matters
A CERTIFIED FINANCIAL PLANNER® is a highly trained financial professional who helps people make informed decisions about their entire financial life. To become a CFP® professional, one must meet rigorous education, exam, experience, and ethics requirements. This is why the CFP® designation is widely recognized as the gold standard in personal financial planning. Unlike titles such as “financial advisor” or “wealth consultant,” CFP® is a legally protected credential that can only be used by professionals who have met the strict requirements.
When you work with a REALTOR® who is also a CFP® professional, you can be confident knowing that the purchase or sale of your most significant asset will be handled with utmost care and attention to detail.
Bottom Line
Unlike real estate agents who prioritize “the deal,” an agent with a CFP® certification applies holistic financial foresight. They look beyond the closing date to consider how a property impacts your long-term liquidity, tax liability, and estate preservation. Whether you are:
- Downsizing
- Relocating
- Selling a long-time family home
- Exploring retirement housing
You deserve a REALTOR® who goes beyond the transaction. Call for a free consultation.
SAM PARK
REALTOR®, CFP®
CalRE# 02019510
Phone: 858-225-7405
Email Address: sam.park@cbrealty.com
Website: samparkhomes.com
About Administrator