Samuel Mullen, CFP®

Sam helps clients understand and achieve their long-term financial and life goals. Personal, high touch, and detail oriented, he aligns each client’s financial plan with the many moving parts of their lives, creating a unified strategy that supports clarity, confidence, and peace of mind. Sam specializes in long-term cash flow modeling, illustrating how life events and key decisions can shape client financial outcomes over time. What he finds most rewarding is watching clients reach major milestones, knowing his guidance played a part. 

Sam works closely with Fairman’s in-house tax and family office professionals, along with outside estate attorneys and insurance professionals, to ensure every aspect of a client’s plan aligns fully with their goals. 

Sam began his career with the firm as a planning associate in 2019 after graduating from Temple University with a Bachelor of Business Administration in Financial Planning. He has since earned his CERTIFIED FINANCIAL PLANNER™ designation and now serves clients as an advisor, building lasting relationships based on trust and understanding. 

Outside the office, Sam enjoys cheering on Philadelphia sports teams, hiking with his dog, trying new foods, craft beer, and reading. He also considers himself a creative fisherman, having once caught a fish with just his feet by kicking the catch from the water, a fitting reflection of his resourceful, always ready approach to life.