Sam Bahde, AFC®

Associate Financial Planner

Sam Bahde, AFC®

As an associate financial planner, Sam plays an essential part in helping E&G maintain our responsive service. Working closely with his financial planning team, Sam provides assistance with client service and support the development of financial plans, investment monitoring, and ongoing advice

An Accredited Financial Counselor® with years of experience in trust management, Sam brings both deep knowledge and great passion to E&G’s fiduciary financial planning service model.

Sam earned his bachelor’s degree in financial planning from the University of Georgia, graduating with honors (cum laude) in 2020. While attending UGA, Sam served as a financial counselor at UGA’s ASPIRE clinic and provided pro-bono tax preparation services through the Volunteer Income Tax Assistance (VITA) program.

Outside of work, Sam enjoys hiking with his wife, watching Major League Baseball, and attending concerts as often as he can.

Education & Credentials
University of Georgia
Bachelor of Science - Financial Planning
Accredited Financial Counselor®
Service, Associations, & Accolades
Association for Financial Counseling and Planning Education®, Member
Contact
sam@elwoodgoetz.com
706.548.1025
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Elwood & Goetz is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Registration of an investment adviser does not imply a certain level of skill or training. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.