SAM R. LUCERO
CLIENT SERVICE SPECIALIST
Sam Lucero is a Client Service Specialist at Parkshore Wealth Management, where he supports advisors by building financial plans, preparing tax returns, and conducting financial analysis. Sam’s responsibilities span both planning and operations, from Roth conversion analysis and tax projections to assisting with cash requests, account transfers, and other account maintenance needs.
Sam is drawn to both the technical and personal sides of financial planning and how they can combine to help people find peace of mind in areas that often cause stress or uncertainty. One of his proudest moments came when he worked with advisors to create a financial plan for his parents. His parents’ joy at realizing that they could retire earlier than they ever imagined underscored the life-changing impact financial planning can have.
Sam lives in Folsom, California, and thrives on being outdoors, whether plunging into icy lakes with friends for a burst of dopamine or rock climbing to challenge his focus and nerve. Sam is also a gifted musician who sings and plays guitar, drums, and ukulele. He loves listening to audiobooks like Harry Potter, Dune, and The Way of Kings, and seeing his life and work through the lens of whatever book he’s into at the moment.
Education and Certifications
Registered Tax Preparer, California Tax Education Council (CTEC)
Bachelor of Science, Business Finance and Financial Planning, BYU–Idaho, 2024