Recognizing a need for a fresh approach to retirement planning rather than the same old roller-coaster approach, Sam set out with a vision of helping others make their retirement dreams a reality in this "new world" economy.
About Me: Samuel Rad
For nearly 11 years, Samuel Rad has helped make retirement dreams a reality for today’s retirees. His wealth management firm in Los
Angeles specializes in working with retirees and those nearing retirement to preserve their wealth, plan their future, and protect their legacy. With an emphasis on income maximization, cost minimization, wealth generation, and estate preservation, his comprehensive new-age approach to retirement planning is geared towards each client’s individual goals.
Sam’s story began after our founders witnessed first-hand the devastating impact of the market turmoil that followed 9/11. The 40% market collapse that followed had a profound impact on so many people, but perhaps most significantly on those who were already in retirement or just approaching their retirement years. For many, their retirement dreams and what they had worked a lifetime to save had been taken from them and altered forever by unimaginable events out of their control.
Recognizing a need for a fresh approach to retirement planning rather than the same old roller-coaster approach, Sam set out with a vision of helping others make their retirement dreams a reality in this “new world” economy. He has done so by using new innovative financial strategies designed to help reduce cost and risk to the investor while allowing them to increase their wealth.
Sam currently serves as the financial controller and a distinguished member of the board of directors to LASHA: a nonprofit foundation dedicated to promoting the well-being of the Sephardic elderly in the greater Los Angeles area.
Sam believes there is a custom solution to every problem.
With so much information available at your fingertips today, we realize it can be confusing to know what advice to follow and where to turn, often leaving you with more questions than answers. Knowing which questions to ask and the specific steps to take can be the difference between clarity and confusion. That’s why our process begins with clarifying your values. We seek first to understand your individual situation and what’s important to you by asking insightful and profound questions that the typical advisor may not even risk asking.
No Cookie-Cutters Allowed: All recommendations are based on the individual needs, goals and risk tolerance of each client. Samuel’s clients bring in financial problems as different and unique as each of their own fingerprints.