Samuel Harnisch, CFA, CFP®, CPWA®

Hello...Welcome to my channel!

I’m Samuel Harnisch, a former All-American lacrosse player turned finance professional. I hold CFA and CFP® designations and earned a Master’s in Applied Quantitative Finance. I’ve managed assets for global institutions at PIMCO and wealthy families with $10M to $100M in assets. My passion is simplifying finance and helping people achieve financial independence.

I’ve had the privilege of seeing firsthand how the world’s ultra-wealthy preserve and grow their wealth. Now, I’m on a mission to share these insights with everyone. Whether you’re looking to build, protect, or enhance your financial future, you’ll find valuable strategies and tips here that are typically reserved for the elite. 

Let’s level the playing field together!