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Our History

Pride Financial Partners has been a collaborative effort for more than 15 years.  Originally launched in 2003 as Pride Financial Planners, the firm focused on fee based financial planning through its broker dealer Woodbury Financial Services, Inc.  Pride Financial Partners' core mission continues to center on providing its clients a clear, concise and goals-based strategy to help them fulfill their financial dreams.

Over the years, Pride Financial Partners has developed a specific process to help provide their clients a unique fee-based financial planning experience.  However, in its original form, the firm did not offer the complimentary services like wealth management, risk protection, accounting/taxes, legal, etc.  The majority of the last decade, we have been working hard to build a complete team and process, so we can provide Pride’s clients with a well-rounded and accountable level of service and professionalism that they themselves upheld.

In 2010, Robert "RK" Kennedy and Isaac Samsa were introduced.  RK & Isaac quickly realized they both valued a level of professionalism and an accountable level of service, and so they co-founded Pride Financial Partners, Inc.  Both would become managing partners of the firm, with Robert focusing on fee-only financial planning through their broker dealer Woodbury Financial Services, Inc.  Isaac specializes in wealth management.  The team aspired to incorporate a high level of organization, accountability and professionalism to set them apart from many of their peers.  Over the next number of years, they began structuring the "TEAM BASED APPROACH" that Pride Financial Partners utilizes today.  This process continues to be enhanced and improved 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 in providing its clients a valuable resource of knowledge to help them achieve all their goals.  This collaborative approach allows Pride Financial Partners to review and strategize as a team of experts on each and every client that comes to us for guidance.

Pride Financial Partners continues to build upon its TEAM.  Look for them to expand in the future with a focus on in-house legal and accounting professionals to make our firm even more well-rounded.  Until then, we continue to collaborate with numerous other complimentary professionals who understand and are in line with our values, principals and philosophy.  

Pride Financial Partners is in the process of being certified as a B Corporation.  This will provide more evidence of the alignment our firm with the core principals it was founded upon.

Please contact us at 503.828.9447 to see how we can help you develop PRIDE in your financial life.

 

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