Honest, helpful and a really good guy. Highly recommend. I have been working with Sam for over 5 years now.
October 2021
Found sam through a web search and he emailed me very promptly and professionally. I had a couple business questions and wanted his input. He listened, understood and provided me with the answers I needed. Highly recommend!
October 2020
Sam lost our family thousands in the Woodbridge ponzi scheme. He sold a security he wasn’t license to sell and made above market commissions selling these investments to elderly retirees. Would never recommend to anyone! Stay away!!
Voted as the Best Financial Advisor in Los Angeles, Samuel Rad is a fee-only fiduciary specialising in retirement planning, estate planning, and a suite of wealth management services. As a fiduciary, Sam assists customers in achieving their unique financial goals by making sound decisions about investments, pensions, Social Security, annuities, life insurance, real estate holdings, and taxes. Rather than a single advisor, his clients benefit from the supervision of a team of certified financial advisors. Sam teaches at UCLA and gives instructional talks at Fortune 500 firms on topics such as retirement planning, financial planning for women, and estate planning.
