Live Chat Software Samuel Rad, Certified Financial Planner in Los Angeles

SAMUEL RAD

Certified Financial Planner

Client Testimonials

Natasha H.

Los Angeles, CA

Sam Rad is one of the most talented and helpful financial advisors in Los Angeles. I have worked with him and was very impressed at the level of service I've received. I would recommend him to anyone looking for a top level financial resource. He really takes time to get to know you and truly cares about doing whats right. Through my time working with him I have realized that he is someone that goes the extra mile to make sure that he puts my needs ahead of his. I highly recommend giving him a try since hes always a genuine person that cares!

Mark D.

Beverly Hills, CA

Never having dealt with a financial planner, I had some anxiety about meeting with one. I was concerned whether or not the advice I received would have a self-serving, used-car salesman agenda (gotta make those sales!). Luckily my anxiety was ill-founded. The 5 star reviews for Sam are completely justified. 

Jenny P.

Los Angeles, CA

Samuel Rad is one of the best financial advisors in Los Angeles. He's very familiar with women's financial planning issues and easy to talk to for advice. I would definitely recommend him!

Michelle Y.

Los Angeles, CA

Being a doctor, my investments are the last thing that I think about.
 

Like many other people I want to be responsible and smart about money but I don't always have the time or resources. Samuel Rad helped me with my 401K rollover and retirement planning without it being stressful and painful. 
 

I realized that he especially understands financial planning concepts that are unique to me as a woman. Highly recommended.

 

 

 

 

 

 

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EDUCATION

Samuel Rad attended Beverly Hills High School and received his B.S. in Finance at California State University Northridge. He attended University of California Los Angeles for his advanced studies in Financial Planning for license as a Certified Financial Planner.

LICENSES

Certified Financial Planner

Chartered Federal Employee Benefits Consultant

Calfornia Real Estate License

Calfornia Insurance License

 

ENGAGEMENTS

Samuel Rad is an instructor at UCLA and teaches regularly at West Los Angeles College and Los Angeles City College.  He is the financial controller of LASHA "Los Angeles Sephardic Home of the Aging".

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Affluencer financial is a fee-based financial planning firm headquartered in Los Angeles, California. We do not make investment decisions on behalf of clients; rather we provide comprehensive advice and solutions without encouraging you to buy products. In fact, we do not manage securities nor are we affiliated with any investment firm that provides us management fees based on the purchase or trade of stocks, bonds, or mutual funds. We simply provide clients with unbiased, independent, objective advice on their personal financial goals. *Affluencer is not a securities firm, "Investments" refers to fixed products and real estate. Fiduciary engagements must be agreed upon and approved by both parties in writing.