Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Designations

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing.

CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.

Chartered Financial Consultant® (ChFC®)
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning, small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.

Chartered Life Underwriter® (CLU®)
The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

Associations and Memberships

  • Member of National Association of Insurance Financial Advisors (NAIFA)
  • Million Dollar Round Table (MDRT)
  • Member of the Advanced Association of Life Underwriters (AALU)

Awards and Recognition

  • Northwestern Mutual Forum
    Forum is awarded to only the top 5% of Northwestern Mutual advisors nationally.
  • Million Dollar Round Table Qualifying Member
    MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
  • National Association of Insurance and Financial Advisors Quality Award
    Award recognizing commitment to excellence in service to clients and industry
  • National Quality Award
    Award recognizing persistency and performance
  • National Sales Achievement Award
    Award recognizing performance

Years of Experience

Representing Northwestern Mutual since 2002.

Education

Degree Major Institution
Bachelor of Science Hotel, Restaurant & Inst. Mgt. University of Delaware

Samuel Waller, CFP®, CLU®, ChFC®

Financial Advisor

  • Office 917-368-3087
  • Fax 212-656-1773

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck