Meet the Team

Sam DeBono, CFP^®, NQPC™ is a Senior Financial Planner at Connecticut Wealth Management (CTWM), where he leads comprehensive planning engagements for individuals and families from a wide range of backgrounds. Sam works closely with clients to understand the motivations behind their goals and build strategies that support long-term financial success.

Sam works with many executives, helping them navigate the complexities of equity compensation and integrate those opportunities into a broader financial strategy. His approach focuses on helping clients make informed decisions so they can pursue their professional and personal ambitions with confidence.

In addition to his work with clients, Sam leads CTWM’s Analyst Training Program, a 12-week curriculum that develops the next generation of advisors. He was integral in building the program and continues to oversee its evolution, ensuring new team members gain a strong foundation in the firm’s planning philosophy, investment approach, and core processes. Sam also manages continuing education (CE) requirements for the firm’s advisory team.

Education

Sam graduated from Michigan State University with a bachelor’s degree in Finance and a concentration in Wealth Management & Financial Planning. Sam is also a CERTIFIED FINANCIAL PLANNER™ (CFP^®) licensee and a Nonqualified Plan Consultant (NQPC^™).

Affiliations & Community Involvement

Outside of the office, Sam enjoys staying active and spending time with friends and family. He is an avid sports fan, loves to travel, and especially enjoys skiing. Sam lives in West Hartford with his dog, Cooper.