Samuel Croucher, CFA, CFP®
Investment Specialist
818-637-0181 (Voice Only)
Samuel Croucher joined California Financial Partner’s team in early 2019. He graduated from California State University, Los Angeles, where he completed his Bachelor of Science in Business and his MBA option in Finance. He was Captain of the nationally ranked Men’s Soccer Team and was named Academic All-American in 2018, graduating with a 4.0 GPA.
Samuel works closely with Michael Milam, wearing many hats, helping to provide comprehensive financial planning solutions to high-net-worth clients. Samuel also spearheads the firm’s investment research and portfolio management team and heads its investment committee.
Samuel attained the Certified Financial Planner designation in 2021 and the Chartered Financial Analyst designation in 2023.
A native of Derbyshire, England, when Samuel isn’t in the office, he loves to do a variety of activities, including jiu-jitsu, running marathons, snowboarding, playing soccer, beach volleyball, and golf.