Andrea B. Sampson, CFP®
Founder & President, Senior Financial Counselor
Andrea has always had a passion for financial services. Her very first position in financial services was working as a bank teller during her junior and senior year of college. She continued her career with an investment consulting firm shortly after graduating from the University of Maryland, College Park with a BS in Finance and International Business. During that time she also acquired the series 7, 63 and 65 FINRA security licenses along with the state issued life and health insurance licenses, and held those licenses for nearly 15 years.
Andrea knew early on in her career that she wanted to focus on helping individuals and families learn how to manage their finances to accumulate and preserve wealth to leave a legacy for future generations. As a result, she received an executive certificate in Financial Planning from Georgetown University, became a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Wise Financial Counsel. She has over twenty-five years of experience in the financial services industry including investment performance analysis, insurance and retirement services, client service management and financial planning and advising.
Andrea belongs to the Association of African American Financial Advisors (AAAA). She resides in Southern Maryland with her husband and enjoys traveling and spending time with friends and family.
Fun Fact: Andrea is a songwriter and has written more than 400 songs in various genres.
Andrea B. Sampson, CFP®
Founder & President, Senior Financial Counselor
Andrea has always had a passion for financial services. Her very first position in financial services was working as a bank teller during her junior and senior year of college. She continued her career with an investment consulting firm shortly after graduating from the University of Maryland, College Park with a BS in Finance and International Business. During that time she also acquired the series 7, 63 and 65 FINRA security licenses along with the state issued life and health insurance licenses, and held those licenses for nearly 15 years.
Andrea knew early on in her career that she wanted to focus on helping individuals and families learn how to manage their finances to accumulate and preserve wealth to leave a legacy for future generations. As a result, she received an executive certificate in Financial Planning from Georgetown University, became a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Wise Financial Counsel. She has over twenty-five years of experience in the financial services industry including investment performance analysis, insurance and retirement services, client service management and financial planning and advising.
Andrea belongs to the Association of African American Financial Advisors (AAAA). She resides in Southern Maryland with her husband and enjoys traveling and spending time with friends and family.
Fun Fact: Andrea is a songwriter and has written more than 400 songs in various genres.
Welcome to Wise Financial counsel
How We Work
We will take the necessary steps to ensure that you receive the best services to assist you with accomplishing your financial goals.
We offer a free consultation to evaluate your financial situation
and access your financial planning needs.
During the consultation we will identify the scope of services that we
will provide based on your financial objectives.
We will provide you with customized services based on
your financial objectives.
WHY CHOOSE US
Dedicated
We are dedicated to providing excellent service to ensure that each client feels that all of their financial planning needs are being addressed.
Practical
We provide a practical real-life approach to financial planning. Our strategies are easy to implement which will set our clients up for financial success.
Comprehensive
We take a comprehensive approach to foundational financial planning. Our steps will get our clients headed in the right direction on the road to a bright financial future.
Affordable
We offer affordable financial services. We customize services to be reasonably priced based on our client’s specific financial planning needs.
Specialized
We are specialized in tailoring financial strategies. We understand that each client has unique circumstances, so we take time to customize our services to accommodate their financial planning goals.
Independent
We are independently owned and operated. Therefore, we are able to offer unbiased advice and provide our clients with objective service.
We will give you the tools to frame your financial picture.
Wise Financial Counsel will help you to plan your future, accomplish your financial goals and set yourself up for financial success.