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Sam Waltman, CFA, CFP® Senior Wealth Advisor

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Awards

Highlights

START DATE

Industry: 2003
KAR: 2016

EDUCATION

  • MBA, Cornell University, Johnson School of Management
  • B.A., Technical Sales, Weber State University

PRIOR WORK EXPERIENCE

  • Vice President, Private Banker –
    Citi Private Bank
  • Vice President, Private Client Advisor – JPMorgan

CERTIFICATIONS AND CREDENTIALS*

  • CFA Charterholder
  • Certified Financial Planner®

RECOGNITION

  • 2023 Fast Growing Advisors to Watch, AdvisorHub
Fun Fact
I once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.
Q: What Do You Enjoy Most About Your Job?
A: I love connecting with my clients on a personal level and being in touch with them frequently as they make important decisions for themselves and their families. I enjoy working with my colleagues at KAR and I have a firm belief that we are all trying to do what is best for our clients.
Q: How Does KARWA Approach Wealth Management Differently?
A: KAR is different from many other wealth management firms in that we have the flexibility to build a customized portfolio for each and every one of our clients. I believe that this leads to better outcomes in the long run and a higher level of client satisfaction. I want my clients to feel like I know them as individuals and that I am not just trying to fit them into a pre-determined “bucket” or allocation.

Q: What Do You Hope to Achieve For Your Clients?
A: First and foremost, I hope to earn my clients’ trust over time by demonstrating that I care about their personal and financial well-being above all. I want my clients to feel like they understand the value that we provide at KAR and that I listen to them and their individual wants and needs. I want my clients to feel confident that they are on the right path to achieve their most important financial objectives and to protect their hard-earned wealth.
Q: What Are You Involved in Outside of Work?
A: I live in Salt Lake City, Utah with my wife, Amy and our five children. Together we enjoy spending time in the mountains and doing things like mountain biking and skiing. I enjoy a variety of sports and am a regular participant in local and regional squash tournaments.
More from Sam and KAR
News
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Insights
Article
June 9, 2026 | by Sam Waltman
Why a Wealth Advisor Matters Beyond Investment Returns
Video
December 16, 2025 | by Andrew P. Grant, Sam Waltman and Kevin O’Regan
Behavioral Habits: What to Avoid to Protect Your Wealth
Listen
October 22, 2026 | by Hyung Kim
Is the Valuation Gap Justified?
International Small Cap 3Q 2026 Update | KayneCast Ep. 325
Article
October 20, 2026
Following the AI Trade
Video
October 12, 2026 | by Julie Biel and Chris Wright
Evaluating Quality in a Changing Market
From the Bottom Up Series

*If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.