Sam Beritela is a registered investment advisor at Sunlight Peaks Financial Partners, LLC, based in Sparks, MD, with 3 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Location
Sparks, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sam works as a consultant for Outlier Realty Capital, a real estate investment firm, providing financial and corporate strategy consulting. This takes about a quarter of his time.
Employment History
Current Registrations
Sunlight Peaks Financial Partners, LLC
State Registrations3 states
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