Sam Waltman, CFA®, CFP®, CEPA®
Sam Waltman is a Senior Wealth Adviser at Kayne Anderson Rudnick with more than 20 years of experience in wealth management. A CFA charterholder and Certified Financial Planner™ practitioner, he specializes in financial planning, customized portfolio construction and comprehensive wealth management solutions designed to help clients achieve their most important financial objectives.
Sam's approach centers on building lasting relationships grounded in trust, attentiveness and a genuine commitment to each client's personal and financial well-being.
He believes that truly understanding a client as an individual — rather than fitting them into a predetermined allocation — leads to better long-term outcomes and greater confidence in the path ahead.
Outside of work, Sam lives in Salt Lake City with his wife, Amy, and their five children. He's an avid outdoorsman, and he and his family enjoy skiing and mountain biking in the mountains. Sam also competes regularly in local and regional squash tournaments.
