Cole G. Samson

Cole Samson serves as a financial advisor and focuses on helping individuals and families build strong financial foundations at the start of their financial journeys. A CERTIFIED FINANCIAL PLANNER® professional, he works closely with clients navigating early career decisions, life transitions, and long-term financial planning needs.

Cole developed an interest in personal finance and entrepreneurship at a young age, influenced by his parents’ self-employed careers and emphasis on client service. He launched his own small resale venture in high school, identifying undervalued items and selling them online, while also investing early through a custodial account tied to the S&P 500.

While earning both his bachelor’s degree and Master of Science (MS) in finance from Bentley University in Waltham, Massachusetts, along with minors in mathematical sciences and computer information systems, Cole completed internships with two Massachusetts-based financial planning firms. These experiences cemented his commitment to a career that blends analytical thinking with helping clients pursue meaningful financial goals.

Cole began his career with Heritage Financial Services in its Westwood, Massachusetts, office, where he served as a paraplanner and wealth advisor and contributed to process improvements across the firm. He later returned to his hometown of Las Vegas and worked as a client service manager for an independent registered investment advisor, strengthening his client service and operations experience. In 2026, Cole rejoined his Westwood-based team after Heritage joined Savant.

Away from work, Cole hikes with his dog, Mocha, and maintains an active lifestyle through weightlifting. He also follows college and professional sports, including the University of Nevada, Las Vegas football and basketball, as well as the Las Vegas Raiders.