Samuel Baez, CFP®, AAMS®, CRPC®

Planning & Portfolio Consultant


Meet Samuel Baez,

Planning & Portfolio Consultant

"The best thing about the future is that it comes one day at a time." – Abraham Lincoln

Sam graduated from The Pennsylvania State University with a degree in business focused on financial services. Prior to joining Key Financial, Sam worked as a Financial Advisor for Edward Jones Investments where he was in charge of running a local branch office in Glenmoore, PA. Sam joined the Key Financial team in December of 2011. During his time with Key Financial, Sam has attained the CFP® designation, as well as successfully completing the educational requirement to become an Accredited Asset Management Specialist (AAMS) and a Chartered Retirement Planning Counselor (CRPC). At Key Financial, Sam is responsible for reviewing investment allocations, rebalancing existing portfolios, and implementing new client portfolios. He works closely with his fellow planning consultants and portfolio analysts to create financial plans tailored to meet every client’s unique situation and goals.

Sam has a strong passion for people and loves being active in his community. He has participated in several community-oriented projects and local events geared towards bringing the community together. In his spare time, you will find Sam and his wife Sasha doing anything to stay physically active. A true sports and recreation lover, you can get him to do pretty much anything except swing a golf club.

Get to Know Me

If you could be an inanimate object, what would you be and why?

A lightbulb. That way I could brighten your day.

What are you most proud of?

My amazing wife Sasha-Marie, she is my constant inspiration and daily motivation.

What is your biggest pet peeve?

A negative attitude and the inability to laugh at yourself.

My Hobbies


This or That ...


Book or Movie?

A movie based on a book.


Saver or spender?



Call or Text?