Sam Silberstein

I bring nearly a decade of experience as a financial planner, with a focus on retirement planning, tax strategy, and investment management. Before joining Chicory Wealth, I served as an advisor at Motley Fool Wealth Management and held prior roles at bigger firms like TIAA and Vanguard and smaller boutique firms like SLP Wealth. I’ve worked closely with clients through everything from retirement income planning to tax-efficient investing strategies. As both a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent, my designations enable me to integrate tax planning directly into the advice I provide.

I earned my undergraduate degree in Economics from Temple University and am currently a CFA Level 3 Candidate. I’m especially passionate about financial education and love finding ways to make complex financial topics, especially related to income taxes, accessible and engaging. I currently live in Philadelphia with my partner, where I spend as much time as possible walking the city. When I am not working or teaching CFP® education and review courses, you can find me spending my day thinking about what’s for dinner and the next travel adventure.