Samantha Ngooi (pronounced “Noo-EE”) is a Certified Financial Planner (CFP®) and an Investment Advisor Representative for Park Piedmont Advisors. Samantha (or Sam, as she’s also known) has served in a variety of roles since joining PPA in 2017. From client service to operations, Sam’s experience in client care, marketing, compliance, and portfolio management informs her work helping clients navigate their financial lives.
As an advisor, Sam delights in reconfiguring financial complexities into elegant solutions, empowering people to make more joyful decisions with their money and their lives. Raised in Southeast Asia and immersed in many different cultures, beliefs, and values (especially around money), Sam’s lived experiences shape her belief that financial advice is not one-size-fits-all. She applies a holistic approach to help each client plan for life events and transitions in a way that feels authentic to their unique values and history. Sam is passionate about financial literacy and making financial planning more accessible (and enjoyable) for all.
Sam is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. She holds a Bachelor of Arts from the University of Chicago, as well as a Master’s in Public Policy from the University of Chicago’s Harris School of Public Policy. Her background in data analytics laid the foundation for both her love of numbers and excitement about processes, efficiency, and checklists.
Sam enjoys Olympic weightlifting, gardening, and cooking overly elaborate meals. When she’s not working on crossword puzzles, Sam serves on various advisory boards focused on empowering women to lead and serve their communities. She currently lives in Chicago with her partner and their very spoiled cat.