Sam Feldbaum

Sam Feldbaum is a Principal and Private Client Advisor at Rockwood Wealth Management, where he specializes in delivering comprehensive, conflict-free financial planning and investment management services for high-net-worth individuals and families. Based in the Philadelphia area, Sam leads initiatives supporting physicians and executives—particularly those associated with Doylestown Health and UPenn—helping clients navigate organizational changes, optimize their benefits, and preserve their financial well-being.

With over 15 years of experience, Sam previously served as Head of Financial Planning at a Philadelphia-based Registered Investment Advisor before joining Rockwood in 2016. His expertise encompasses tax-efficient portfolio construction, retirement planning, employer benefits optimization, and estate planning, with a focus on physicians, healthcare executives, and clients with complex multi-generational wealth considerations.

Sam holds a Master of Science in Taxation from Villanova University and a Bachelor of Arts in Economics and Business from Lafayette College, as well as the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. He is recognized for his practical and highly tailored guidance, authorship of advisory content specific to physician financial planning, and leadership in specialized financial strategies for those facing industry-specific challenges and transitions.