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Sam Fawaz, CPA, CFP(r)
Y.D. Financial Services, Inc.
Franklin, Tennessee - Nashville Tennessee and Detroit Michigan
Comprehensive financial planning - Contact Sam Fawaz
- Specialties
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- Comprehensive financial planning, investment and asset management and retirement planning
- Unique Services
- Privacy Policy
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- Your information is confidential and will not be shared with anyone. Read more
- Neither your contact information nor your financial information will be shared with anyone else, including individuals affiliated with the advisors, as well as any organizations associated with the advisor. Your information will neither be sold nor rented. You can opt out of educational emails at any time.
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Fee-only Certified Financial Planner (CFP) & NAPFA Registered Advisor
Sam is a Certified Financial Planner (CFP), Certified Public Accountant (CPA) and registered member of the National Association of Personal Financial Advisors (NAPFA) fee-only financial planner group.
Sam has expertise in many areas of personal finance and wealth management and has always been fascinated with the role of money in society. Helping others prosper and succeed has been Sam's mission since he decided to dedicate his life to financial planning. He specializes in entrepreneurs, professionals and business executives and their families.
Has the financial crisis left you disappointed with the services of your advisor? Has he or she been AWOL since collecting that big commission check? Read on if you're looking for someone who not only understands the role of money in your life, but genuinely looks out for his clients' best interest.
As a NAPFA Registered fee-only advisor, Sam always puts his clients' interests first and will never compromise objectivity in the interest of higher compensation. Sam's firm does not accept any commissions, kickbacks, rewards or any form of hidden compensation that present a conflict of interest. We do not sell any financial or insurance products and never pressure you to make any financial decisions, especially the one about choosing your personal financial planner. As your fiduciary, we have an obligation to put your interests ahead of our own. Not all advisors are bound by a fiduciary standard. Ask them if they are and if they'll put it in writing.
Sam is a graduate of the University of Michigan with a Bachelor of Business Administration with a concentration in accounting. Sam is also a gradute of Walsh College with a Master of Science in Taxation. He has been practicing in the financial services arena since 1980. Sam is a Certified Financial Planner and licensed Certified Public Accountant.
He is a member of the National Association of Personal Financial Advisors, Financial Planning Association and the American Institute of Certified Public Accountants. While professional requirements dictate an average of 40 credit hours per year of continuing professional education, Sam routinely attends more than three times that amount each year to stay on the leading edge of financial and tax planning techniques.
Note that signing up for a financial roadmap below will not subject you to endless e-mails or sales calls. No one will call or e-mail you without your express permission. We're here to help you, not pressure you.
Experience
- Principal
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Y.D. Financial Services, Inc.
January 1985 - Present
- Director of Tax and Financial Planning
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Starfire Investment Advisers, Inc.
March 2004 - January 2008 (3 years 10 months)
- Personal Financial Planner
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Haas Financial Services
Financial Planning Firm; 20+
December 2003 - March 2004 (3 months)
- Director
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PricewaterhouseCoopers
Big Four Accounting Firm; 20,000+ Employees
July 1985 - February 1997 (11 years 6 months)
Tax preparation, planning and technology specialist, business process outsourcing transition specialist - Senior Manager
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Arthur Andersen LLP
Accounting Firm; 20,000 Employees
February 1997 - February 2002 (5 years)
Business process outsourcing & technology specialist, financial planning technology & process consultant
Websites
Education
1986 - 1990
Walsh College of Accountancy and Business Administration
MST, Taxation
1980 - 1985
University of Michigan-Dearborn
BBA, Accounting
Unique Services Offered by Sam Fawaz
Sam Fawaz specializes in providing the following services:- Tax Planning Specialist
ABOUT THIS SERVICE As a Certified Public Accountant as well as a Certified Financial Planner, Sam always takes into account the tax planning ramifications of any financial planning move. Not all financial advisors have the benefit of almost 30 years of tax planning experience.
Contact Sam Fawaz to learn more
Related Terms: Advising small business owners, corporate executives, attorneys and medical doctors, becoming your unbiased trusted financial coordinator
Y.D. Financial Services, Inc.
2550 Meridian Boulevard Suite 200
Franklin, TN 37067-6384
(615) 395-2010
ydreamfs@ydfs.com
Contact Sam Fawaz
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