Sam Solgan has a track record of helping members uncover and develop their life goals, creating personalized plans for their futures. He has worked in the financial industry since 2009, when he was an intern attending Santa Clara University Leavey School of Business, where he graduated in the top 10% of his class with a Bachelor’s of Science in Business Economics.
After leaving big banks for Bay Federal’s model of putting its members first in 2013, Sam established a reputation locally as an investment professional you can have confidence in. The Harbor High alum enjoys hiking and visiting national parks across the US. He lives on the Eastside of Santa Cruz and is very active with Lions Club International, specifically the Cabrillo Host Lions chapter.
Sam received his CSRIC designation in 2021, which identifies him as a financial professional that has the background, knowledge, and situational awareness to help clients invest in sustainable, responsible, and impact investments (SRI).
“I'm grateful for the opportunity to educate our local community about their options, help them integrate their personal values and purpose into their investment portfolio strategy, and measure the impact of these investments over the long term."
Insurance: CA (#0I32797)