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Our History

Pride Financial has been a collaborative effort over the past 15 years.  Originally launched in 2003 as Pride Financial Planners, the firm focused on fee based financial planning and also provided other financial services through its broker dealer Woodbury Financial Services, Inc.  Prides core value was to provide its clients a clear, concise and goals based approach to helping fulfill their financial dreams.  

Pride Financial developed a process to provide their clients fee-based financial planning, but it was frustrated with the other aspects of their clients needs (wealth management, risk protection, accounting/taxes, legal, etc.).  During the next few years they focused on finding a complete team to provide Pride’s clients with a well-rounded and accountable level of service and professionalism that they themselves upheld.  

In 2010 Robert wanted to find someone who similarly valued professionalism and an accountable level of service and teamed up with Isaac Samsa and co-founder Pride Financial Partners, Inc.  Both would be managing partners of the firm with Robert focusing on fee based financial planning through their broker dealer Woodbury Financial Services, Inc., and Isaac specializing in wealth management.  The team created a high level of organization, accountability and professionalism that is a perfect match for their future goals.  Together they began structuring the TEAM APROACH that Pride continues to enhance and improve each and every day.

Wanting to expand with an in-house Insurance & Risk professional, in 2015 they teamed up with Risk Specialist Jason Zwick who has over a decade of Property & Casualty Insurance experience along with Risk management experience having managed a local agency.  The addition of Jason provided Pride Financial Partners a full team approach for those clients that wanted one firm to handle all their financial needs.  

Together the team represents over 47 years of experience to provide its clients a valuable resource of knowledge to help them achieve all their goals.  This collaborate approach allows us to review and strategize on each and every client that comes to us for guidance. We collaborate and share our knowledge and experience to ensure our clients are provided the best possible professional guidance.  

Pride Financial Partners is still looking to expand and find in-house legal and accounting professionals to make our firm as full service as possible.  Until then, we collaborate with many other professionals who understand and are in line with our values, principals and philosophy.  

Pride Financial Partners is also in the process of being certified as a B Corporation.  This will fully align our firm with the founding principals it was started on.

Feel free to reach out to us and see how we can help you develop Pride in your financial life.

 

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