Timothy Sample, CFP®, MBA Sample Financial Solutions, LLC

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About Timothy Sample, CFP®, MBA

“I walk this life with integrity and humility. With a focus on all-encompassing gratitude, I seek to leave a legacy of generosity and truth to all that enter my life”

I have a deep passion for entrepreneurship, real estate, and personal wealth management. Through my own financial endeavors, I have been an active equity investor for over 25 years and a real estate investor for over 20 years. My interest in personal finance led me to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

In 2019, I founded Sample Financial Solutions. SFS was established to assist families with their financial goals, build wealth specializing in small business owners and real estate investors. As an independent, fee-only fiduciary financial planner your interests are always put first.

Prior to founding SFS, I had a corporate career working for a fortune 500 company as a Credit Risk Manager. Working as Credit Risk Manager, I had the opportunity to work extensively with small business owners building relationships, reviewing businesses, and extending credit. During this time, I also obtained an MBA with a focus in finance and accounting.

Born in Oregon but spending most of my childhood in California, I moved to Colorado while in high school. Colorado is my home today. I attended the University of Denver for my undergraduate degree in biology, University of Colorado for my master’s degree biomedical sciences, and Regis University for my MBA.

Happily married for the last eight years, I have the privilege of raising two wonderful little girls. In my free time, I serve as a Team Lead for The Dad’s Edge Alliance, play golf, hike, and am actively continuing my weight-loss journey. Currently, I am down 126 pounds from my peak weight, with another forty pounds to go.

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Ideal Clients

  • Business Owners
  • Gen X
  • Real Estate Professionals
  • Self-Employed Individuals

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $750+/qtr

SEC Records

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