Director of Business Planning

Sam Pollack is a seasoned financial advisor in the Chicagoland area with over 13 years of experience in the financial services industry. Holding a CPA designation, he began his career as a tax advisor, where he worked with small business owners and developed a deep understanding of tax planning and compliance strategies. He also holds Series 7 and 66 licenses, along with Life and Health insurance licenses, which allow him to provide holistic financial solutions tailored to his clients' unique needs.

With a strong commitment to client education and empowerment, Pollack takes pride in guiding individuals, families, and businesses through their financial journeys. His goal is to demystify his clients' financial world and provide them with the knowledge they need to make informed decisions. He focuses on building long-term relationships based on trust and transparency, ensuring that clients have the knowledge and tools necessary to achieve their financial goals.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian) , New York, NY. PAS is a wholly owned subsidiary of Guardian. MODERN WEALTH FINANCIAL GROUP is not an affiliate or subsidiary of PAS or Guardian.

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