Shenandoah Sampson,
CFP®, CIMA® Managing PartnerShenandoah Sampson is a co-founder of Invera Wealth Advisors. He is a Certified Financial Planner™ and a Certified Investment Management Analysist®. He loves studying the everchanging state of the economy, business, and global markets and translating that understanding into success for Invera’s clients.
Shenandoah received his master’s degree from Harvard University in International Education Policy and his bachelor’s degree in International Relations from Dartmouth College. Before co-founding Invera Wealth Advisors, Shenandoah was a financial advisor at Raymond James & Associates. Prior to that he worked at the U.S. Department of State managing the Fulbright Program, the flagship international educational program of the U.S. government. He also served as a Peace Corps volunteer in Burkina Faso, West Africa, where he taught mathematics in French at a rural high school for two years.
Shenandoah lives in Bend, Oregon with his wife Jessica and their sons Kai and Taj. In his free time, he enjoys snowboarding, surfing, biking, playing jazz guitar, and having fun with his family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
