Samuel B. Wilkinson

About Sam

Samuel’s most important role is as a husband and father. Samuel and Tiffany have 6 beautiful children.  They live in the Klein area of Spring, Texas.

Samuel studied International Business Management at Brigham Young University-Hawaii and upon graduation began the licensing process to become an investment advisor.

By the end of 2008 the financial crisis was fully under way. This was a difficult time to be building a financial planning practice, but with trust in God, hard work, a trustworthy character, Samuel built a strong financial planning practice with many loyal clients whom he now serves through his firm, Wilkinson Financial, LLC.

Serving his clients with the highest level of competence and character has always been important to Samuel and was the primary reason for establishing Wilkinson Financial, LLC. With his strong desire to provide his clients with first class service, Samuel committed from the very beginning to always put his client’s interests first and continually improve his capabilities throughout his career. With this as a priority, he enrolled in the CERTIFIED FINANCIAL PLANNER^TM education program through RICE University in Houston, TX. Upon completion of this course, Samuel began final preparations for taking the CFP^® Certification Examination which he passed successfully and by fulfilling the educational, ethical, examination, and experience requirements set forth by the CERTIFIED FINANCIAL PLANNER^TM Board of Standards, Samuel received the CFP^® Certification in August 2011 which he holds to this day. Reaching this accomplishment and by fulfilling ongoing requirements to maintain his CFP^® designation, Samuel seeks to stay at the forefront of financial planning and client service.