Samuel Rad
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About
Samuel Rad is a Los Angeles financial advisor known for collaborating with retirees to make their retirement dreams a reality in this "new world" economy. He offers a rich portfolio of services including financial and real estate advising, risk and cash management, tax strategies, as well as a few value-added services such as financial coaching, and estate preservation.
He is mostly known for a new-age approach to wealth management geared towards each client’s individual goals including celebrities in Beverly Hills. This has resulted in his unmatched reputation as a successful celebrity financial advisor with a solid commitment to the individuals he serves, his ‘fiduciary standard’ and a transparent fee structure, yielding ideal financial outcomes.
Samuel Rad has reputable and seasoned CPAs on his side, each contributing to the firm’s mission-driven by a fiduciary responsibility to put the clients above all interests and help them achieve their financial and ultimately life goals.
Mr Rad has multiple licenses in the investment, real estate and insurance fields. He uses a multidisciplinary yet customised approach to help consumers make smart financial choices.
Sam has spent a considerable amount of his career lecturing and teaching at seminars, helping companies and organisations educate their employees and executives on financial topics such as retirement planning, financial planning and estate planning. He currently teaches adult classes at the following institutions: UCLA, West Los Angeles College, Santa Monica College, Pierce College, LA Valley College
Financial Planning
Best financial advisors can increase net returns by at least 8 per cent by finding low-cost investment instruments, according to a Vanguard study. A wealth management firm directs the distribution of assets on behalf of its clients and offers professional financial advice to them.
Also, if you are just starting out with financial planning in Los Angeles, it is worth the cost to hire a professional advisor such as Samuel Rad, the best financial advisor in Los Angeles.
Retirement Planning
As a retirement planning expert in Los Angeles, Samuel Rad devises strategies for achieving your retirement goals for the future, regardless of what the future holds against you. In addition to rearranging your portfolio of investments, his team will assist you with social security benefits, taxes, retirement planning, real estate planning, superannuation, and insurance.
Investment Planning
Samuel Rad believes in open discussion when it comes to financial risk assessment. Each individual varies in their capacity to bear risk and risk tolerance and this determines the percentage of your portfolio with financials that needs to be divided among high-risk high return investments and lower-risk securities.
