Meet the Team

Sam DeBono, CFP^® joined Connecticut Wealth Management (CTWM) in 2021. As a Financial Planner, Sam leads planning engagements with clients from all walks of life. He is a fierce advocate for his clients and loves the opportunity to dig deep into the motivation behind their goals so that he can build a plan that helps them achieve financial success.  

Additionally, Sam co-leads CTWM’s Analyst Training program, a 12- week program designed to develop the next generation of advisors by educating them on the firm’s curriculum, investment philosophy, and core processes. He was instrumental in the development of the training course. Sam also manages continuing education (CE) credit for the firm’s advisory team.

Education

Sam graduated from Michigan State University in 2020 with a Bachelor’s degree in Finance and a concentration in Wealth Management & Financial Planning. Sam is also a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) licensee.  

Affiliations & Community Involvement

While at Michigan State University, Sam was an active member in the MSU Wealth Management Association.

Outside of the office, Sam is an avid sports fan, enjoys living an active lifestyle, and loves to travel. He likes to spend time with his friends, family, and his dog Cooper. Sam resides in West Hartford.