Sam Rook CFP®
advicer.bio/samrook

Sam Rook CFP®

Founding Partner- Bird's Eye Wealth

A Cross-Border focused financial advicer handling clients pre-transition to/from the US and Canada

Q Wealth USA Inc.Advisor
Niche
Cross Border
Listed in People
Financial Advisor
#302LinkedIn rankOn Advicer, by followersLinkedInUpdated Oct 20262,230followersMessage SamContact Sam on LinkedIn
2
Tools in my stack
Wealthbox
CRM
Charles Schwab
Custodial Platform
2
Events coming up
FutureProof
FutureProof
Canadian Stage panelist- Going Independent in Canada
0
Books, pods, letters
0
Things I'm open to