Samuel H. Jerome

I am a CERTIFIED FINANCIAL PLANNER™ professional with Community Financial Group operating out of our Fredericksburg, VA office. My main areas of concentration include long-term planning, assisting, and coaching my clients through the three phases of their financial lives: Accumulation, Distribution, and Transfer.

I started my professional career in 2017 with Equitable Advisors as a member of the Retirement Benefits Group (RBG). Today, I’m still an active member of the RBG within our local school systems where I advise K-12 educators on their retirement plans.

After graduating with my Bachelor of Science in Economics from West Virginia University, I continued my education by obtaining my FINRA Series 7 and 66 registrations. I then earned my CERTIFIED FINANCIAL PLANNER™ designation in 2022 to better serve the needs of my clients. The CFP® designation comes with extensive training in financial planning, estate planning, insurance, investments, employee benefits, retirement planning and the CFP® Board’s Code of Ethics and Standards of Conduct.

I partner closely with Michael Hayes, a Senior Partner of Community Financial Group. Both Mike and I put an emphasis on educating clients on how to reach their financial goals. We take a “big picture” approach to developing recommendations as each client has different financial needs and goals. This process of comprehensive financial planning is the foundation for helping our clients obtain their desired outcomes.

Around the office, my colleagues have described me as caring, level-headed, and always ready to lend a hand. I would describe myself as an avid outdoorsman. Fishing, rock climbing, camping, off roading, you name it- I’m in!

Being a Financial Advisor is all I’ve known throughout my professional career, and I wouldn’t have it any other way. I am grateful to be able to partner with individuals and families as we strive to reach their financial goals.

CFP® and CERTIFIED FINANCIAL PLANNER^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).