Sam Lisi

  Financial Advisor

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Sam Lisi is a Financial Advisor at Commonwealth Financial Group based in Charleston, SC, where he specializes in helping business owners, retirees, and families reach financial independence. His guidance has been critical in helping clients overcome financial challenges.

Sam is able to offer both advice and implementation of ideas by providing access to a wide range of competitive financial products and services. He has been working in the financial service industry since 2001 and has been helping business owners and individuals in the areas of:

Sam graduated from The Citadel in 2001, where he earned a bachelor's degree in Business Administration, and has been a member of the Commonwealth team since 2003.

As a Registered Representative of Securian Financial Services Inc., a Securities Dealer and Registered Investment Advisor, Sam also has Financial Industry Regulatory Authority (FINRA) Series 7 and 66 registrations that allow him to serve clients as a securities broker and financial advisor.

Since 2004, Sam has been a member of the Million Dollar Roundtable -- The Premier Association of Financial Professionals. Less than 1 percent of insurance and financial services professionals around the world achieve this career milestone.

For questions or to inquire about a meeting:
sam.lisi@commonwealthfg.com
1-888-858-5213 (toll free)
843-884-4545 (office)

* This should not be considered tax advice. You should consult a tax advisor regarding your individual tax situation.