Samantha Varacalli has been an investment adviser representative at The Wealth Coach since October 2025, and is not listed among the firm’s executive officers or direct owners. Samantha Varacalli holds a Bachelor of Science in Finance from Southern Illinois University and a Master of Science in Financial Planning and Financial Therapy from Kansas State University.
The Wealth Coach, LLC is a Salado, TX firm with $220M under management, 233 clients and 2 advisers in one office, as of its February 2026 filing.
Samantha Varacalli joined The Personal Wealth Coach in October of 2025 to serve clients in an advisory capacity. She has worked in the financial industry for over 10 years in different capacities including investment research and operations, insurance operations, estate settlement and client service.
- The Personal Wealth CoachCurrent– present · under a yearSalado, TX · Adviser representative · Firm CRD 144588
Professional designations
Listed by The Wealth Coach
- CFP®
Investment adviser representative registrations
Samantha Varacalli is registered as an investment adviser representative in 2 states. Each was approved in October 2025.
- TexasSince 27 October 2025
- VirginiaSince 27 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 28 April 2025 |
| Series 7TO | General Securities Representative Examination | 31 March 2025 |
| SIE | Securities Industry Essentials Examination | 16 January 2025 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 6462206
- Firm
- The Wealth Coach · CRD 144588
- Office
- 918 NORTH MAIN STREET, Salado, TX 76571
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tpwc.com
Where does Samantha Varacalli work?
Samantha Varacalli is an investment adviser representative registered through The Wealth Coach, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Samantha Varacalli a financial advisor?
Yes. Samantha Varacalli has a current investment-adviser registration in Texas and Virginia, through The Wealth Coach since October 2025.
How many years of experience does Samantha Varacalli have?
Samantha Varacalli has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Samantha Varacalli passed?
Samantha Varacalli has passed 3 licensing exams: the SIE, Series 7TO and Series 63. The earliest, the SIE, was passed in January 2025.
Where is Samantha Varacalli based?
Samantha Varacalli’s registered office is in Salado, TX.
Is Samantha Varacalli registered with FINRA?
No. Samantha Varacalli has no current broker registration.
Is Samantha Varacalli a CFP?
The Wealth Coach lists Samantha Varacalli with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Samantha Varacalli’s record?
Search CRD 6462206 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samantha Varacalli’s full registration record.
Calli JochumChief Compliance Officer
Jacob McClureManaging Member- Jeffrey McClureEmeritus Member
- Deaone PrallBusiness Manager