Sam Toigo, CFP®
Senior Financial Planning Analyst
Sam is a senior financial planning analyst with Commerce Trust. He is a member of the financial advisory services team, a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients. Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, Sam develops holistic and coordinated plans to help clients meet their short term and long term goals as well as take full advantage of various planning, tax, and investment strategies along the way. His areas of focus includes planning for financial independence, retirement, divorce, executive compensation, estate preservation, and business succession.
Sam joined the Commerce team in 2018. He previously completed the ASCEND bank training program at Commerce and went on to a portfolio manager associate role before becoming a financial planning analyst.
Sam received his Bachelor of Science in business administration from the University of Missouri and has earned his CERTIFIED FINANCIAL PLANNER™ designation.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Start a conversation with Sam
314-746-8856 samuel.toigo@commercebank.com Connect on LinkedIn
