Samantha Spitzer Sheetz
Investment adviser representative at Confluence Financial Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Confluence Financial PartnersJul 2026 to now
- Waldron Private Wealth, LLCJul 2019 to Jul 2026
- Summit BankFeb 2017 to Jun 2019
- Raymond James Financial Services Advisors Inc.Aug 2016 to Jun 2019
- Raymond James Financial Services, Inc.Aug 2016 to Jun 2019
- Laguna Wealth ServicesApr 2016 to Feb 2017
- Laguna Wealth StrategiesApr 2016 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Confluence Financial Partners
Legal name: Confluence Wealth Services, LLC
$7.8BAssets managed
5,228Clients
45Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6526555
- Firm CRD
- 311980