Compass Planning Associates
32yrs
Top advisor by experience in Greenfield
5yrs
Samuel Phillip Plotkin
Financial advisor at Prosperitea Planning
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office308 Main Street Suite 3a, Greenfield, MA 01301
How the firm is paid ?Hourly, Flat fee, Other
States licensed ?1 state
Services through Prosperitea Planning
Financial planningInvestment management for individuals and small businessesEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2024 – nowProsperitea PlanningCurrent firm
- 2022 – 2024Clarity Wealth Management LLCPreviously
- Oct 2021 – Nov 2021AE Wealth Management, LLCPreviously
Questions to ask Samuel
Tailored to Samuel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Samuel
How do I contact Samuel?
Call Prosperitea Planning at 413-829-4832 and ask for Samuel Phillip Plotkin. Samuel works from the Greenfield, MA office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Samuel hold?
No exams are listed on the official record.
Is Samuel a fiduciary?
Samuel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Samuel paid?
Prosperitea Planning reports being paid by hourly fees, flat or fixed fees, other fees. Ask Samuel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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