Founder and president of Cognitive Wealth Management, Tori Samuel manages a team of advisors and staff, and works directly with clients through comprehensive financial planning, investment management, and insurance services.
Based in Southern California and servicing clients nationwide, Samuel has earned the Chartered Retirement Planning Counselor® and Certified Financial Planner® designations. His approach to client service centers on this mission: goal, problem, solution.
“Working with a client to understand what is important to them, what issues are in front of them that could either make that goal harder to accomplish or put it out of reach entirely, I customize solutions that we walk through together, leading with an ‘education first' approach,” he explains.
“It is important to me that my clients understand their current situation, current and future potential problems, and from there, I educate them on the solutions that can help accomplish their goals.”
For Samuel, knowledge is power, and this mindset has allowed him to become an industry thought leader. He was recognized by InvestmentNews as a 2024 Rising Star in the wealth management industry for his innovative approach to the field and has distinguished himself through his passion and relentless commitment to growth.
“By becoming an expert in my field and demonstrating my expertise in the form of education to the clients I serve, I am always learning more in an ever-changing industry, which provides me and my team with a distinct advantage over older advisors who are stuck in their old ways of doing things,” he says.
