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Sam Rad  Los Angeles Top Financial Advisor


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Introducing The Top Financial Advisor Los Angeles:
Samuel Rad

Samuel Rad is an award-winning fee-based Financial Planner with a wealth management firm in Los Angeles, Affluencer Financial. Mr. Rad has multiple licenses and focuses on retirement planning, tax reduction and estate planning. Get help now in your financial planning with Samuel Rad .

He has spent a considerable amount of his career lecturing at universities and companies, on financial topics such as financial planning, retirement planning, and estate planning. Sam lectures at UCLA, Cerritos and West Los Angeles College.

Sam Rad Voted Los Angeles best Financial Planner. Committed to helping you accomplish your financial goals.

You have worked hard to build up your wealth over the course of your lifetime. Through proper financial planning, you can maximize your assets and property for years to come—especially as you near retirement.

For the guidance and advice you need in these efforts, work with award-winning Los Angeles Financial Planner Samuel Rad, offering only professional fiduciary services.


With his 16 years of experience in the financial and insurance fields, Sam is the resource you can count on for your financial future. He is also a fee-based financial advisor, which means he focuses more on advice than sales.

A range of financial and retirement planning services tailored to your specific needs.

Working with a Financial Planner like Sam means you receive the personal attention and dependable guidance you need and deserve as you engage in proper planning. His firm’s comprehensive fiduciary services include the following:

  • Holistic Retirement Planning: Sam and his elite team enable you to effectively manage your finances, giving you ultimate control and greater flexibility as you plan for the future. This may include preparing for retirement, taxes and Social Security benefits, among others.

  • Wealth & Estate Planning: Everyone in California should have an estate plan, especially if you have considerable assets or property. Samuel and his team of attorneys will help you establish a plan that allows you to provide more of your wealth to your chosen beneficiaries and avoid costly estate taxes.

  • Tax Strategies: If necessary, Samuel offers cohesive advice on how you can best leverage your money while reducing your tax exposure. In areas like tax planning, retirement planning, investment guidance, taxes play a very important role in giving you a cutting edge.

Schedule Your Free Financial Planning Session with Sam Today

Samuel Rad is a fee-based financial planner dedicated to helping you secure the financial or retirement goals you’ve always wanted. To learn more, contact his Los Angeles financial planning firm online or at 310-935-4726 today and set up an appointment.

Free 15 Min Phone Consultation

The value of a dedicated Financial Planner like Sam Rad

When you work with Sam, you will meet one-on-one with a fiduciary financial advisor who cares about your needs, goals, and concerns as they relate to your finances. Rather than taking a one-size-fits-all approach, he focuses on carefully analyzing your situation and developing a strategy that is right for you. He speaks clearly without technical terms so you can understand what you are doing in order to make smart financial decisions for yourself and your family.

Whether you are close to retirement or have a decade or more to prepare, your plan will depend on your specific income, expenses, assets, liabilities, savings, investments, and any other relevant factors unique to you.

What exactly does a Los Angeles financial advisor do? 


Just like you’d hire a wedding planner to plan your nuptial night the perfect way, you hire a fiduciary financial advisor to plan your future savings and finances well. It’s not about savings only! Investments, retirement plans, future expenses, and a lot more are mapped out.


Is it worth paying a financial advisor?


Managing finances is more of a skilled job. For the best results, therefore, you go about hiring a  financial advisor in Los Angeles, and it doesn’t come without a price! Your typical financial advisor charges a fee for lending his advice. It’s usually 1% of the total amount of your wealth that he/she handles.


What is the normal fee for a financial advisor in Los Angeles?


The thumb rule stands at 1% of the total amount of assets that are managed by a financial advisor. However, the percentage goes down as the total asset value goes higher and higher, and the beneficiary stands on a favourable scale of payment. As a fee-only financial advisor, Samuel Rad charges only a flat rate according to the ‘fiduciary standard’.


Who needs a financial advisor in Los Angeles?

There’s a general rule; it says: you’d probably need the services of a financial advisor once, you can save about 20% of your total income, as you need expert help for investing it fruitfully. On the flip side, life’s major changes like a marriage or divorce, retirement, a big inheritance, a sudden medical burden, etc. also call for the need of a fiduciary financial advisor.

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