Sam Tate

Sam Tate has spent over two decades in the financial services industry, first as a financial planner and more recently as a coach, consultant and thought leader. Today he works at the intersection of money, meaning, and conscious transformation—helping clients and fellow professionals understand their relationship with money, meaning, and legacy.

Driven by both lived experience and industry insight, Sam is currently developing his book, The Conscious Currency, which examines money as a relational, psychological, and spiritual force—rather than merely a transactional tool.

Through his coaching practice, Sam works with individuals, entrepreneurs and finance professionals who want to move beyond “metrics only” thinking. He supports them to uncover money beliefs, strengthen internal alignment, and design lives and practices that feel meaningful and sustainable.

Sam also consults with financial advice firms that want to embed emotional and behavioral dimensions into advice, and stand out in a competitive market through authenticity and impact.