Eric Sams, CFP®


Eric Sams, CFP®
Branch Manager

Eric has more than a decade of experience in the financial services industry. Eric earned his CERTIFIED FINANCIAL PLANNER™ certification in 2008. Currently, he oversees the practice in serving over 100 households mostly centered in the Grass Valley/Nevada City area.

Sams Investment Strategies serves the financial needs of families, individuals and business owners. Through coordinated use of tax, investment and estate planning tools and techniques, Eric assists clients in setting and achieving their financial goals and objectives. Using discretionary portfolio management, Eric relieves clients of the day-to-day investment decisions by reallocating assets and tactically adjusting holdings in line with our fundamental view of the markets.

Previously, Eric worked at Merrill Lynch and UBS Financial Services before opening up his own independent financial services firm. Eric received his Bachelor’s degree in Business Administration from Southwest Baptist University in Bolivar, Missouri. He maintains a Series 7,9,10,66, Life, Accident & Health Insurance licenses.

As an active community member, Eric presently serves on several nonprofit boards including Rotary and the Nevada County Regional Chambers of Commerce. He enjoys playing racquetball and golf. Eric lives in Grass Valley with his wife, Lori, and two daughters, Michelle and Gabrielle.

Previous positions held:

CERTIFIED FINANCIAL PLANNER™, professional since 2008
Financial Advisor, 2000
Series 7, 9, 10, 66, California Life


Bachelor of Science, Business Administration, concentrations in Economics and Finance, Southwest Baptist University, 1999

Community Groups:

Financial Planning Association, Member
Rotary Club of Nevada County South, Board Member
South Nevada County Chamber of Commerce, President (2009-2010)
Nevada County Regional Chambers of Commerce, Vice-Presient (2010 – current)



Certified Financial Planner Board of Standards, Inc.,
owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards
to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.