PERSONAL STATEMENT

"I consider clients an extension of my family. When someone needs my help, I put everything aside and focus solely on the issue at hand. Financial planning can be complex, but I take the time to explain and clarify concepts. Ultimately, the best decisions are the informed ones."

SUMMARY OF EXPERIENCE

Sam Bakou is the Director of Planning Services and a relationship manager at Vantage Financial Partners Limited, where he is responsible for guiding clients through the financial planning process. This includes identifying their long-term goals and developing the appropriate strategies to meet them. Over the years, clients have grown accustomed to his strong work ethic and commitment to excellence.

Sam has been with the firm since 2002. He is instrumental in overseeing and managing numerous accounts and mentors newly hired financial planning analysts. He has 11 years of retail banking and financial experience, and is skilled at helping clients understand how everything fits together.

Before joining Vantage, Sam was an associate financial planner for a financial group located in the Northern Chicago suburbs. He also spent nine years at Manufacturers Bank in Chicago.

Sam gives back to the community by teaching financial workshops for women in Township High School District 211 in Palatine, Illinois.

EDUCATION

Sam received his Bachelor's degree in business management from Northeastern Illinois University. He is a Certified Financial Planner (CFP^®) and a member of the Financial Planning Association (FPA) and a National Association of Personal Financial Advisors (NAPFA).

To contact Sam Bakou, please call (847) 590-5555, Extension 107, or click here to send him an email.