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 2015
Mr. Rad is awesome. i went to his seminars and after that i met with him. he opened my eyes about retirement . i can't thank him enough.
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.
