Broker Check
Sam Grizzle, CPFA®

Sam Grizzle, CPFA®

Financial Advisor

Sam Grizzle works hard to help individuals, families, and business owners in pursuing their financial goals. He specializes in both assisting clients with understanding, and implementing wealth building plans, as well as retirement income planning for all individuals in any stage of life.

Sam is also a SmartVestor Pro for Dave Ramsey.  His mission is to help you to reach your financial goals through tested methods that give you confidence in your future.

Sam’s energetic personality is fueled by his family. He and his wife, Marina, have two kids Vianne (3) and Ryker (18 months). Sam has also been a football coach at the high school level for nearly a decade, and enjoys the ability to give back to his community.

Sam graduated from Colorado State University with a BA in Business Administration, with an emphasis in Finance. Sam is a registered representative with LPL Financial. He holds Series 7 and 66 securities registrations with LPL Financial and GPS Wealth Strategies Group LLC, as well as Life/Health Insurance licenses.

Areas of Focus

  • Comprehensive Financial Planning
  • Investment Advice
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Protection and Insurance
  • Saving for Education
  • Income Tax Planning

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Aspen Wealth Management or LPL Financial.