I had an in depth meeting with Sam Rad yesterday and I feel compelled to write a review to reflect my experience. With regards to seeking advice from a financial advisor, the most important aspect to me is trust. I have found that Sam is someone that has a very high level of trust and truly cares about helping other people. I had been scheduling meetings and doing research; Sam was the first to respond and he always held himself to a very high level of professionalism. I, myself, am a CPA, and I found that Sam was very knowledgeable. I look forward to working with Sam because I truly believe that Sam puts his clients' needs first, giving honest, insightful, advice in a manner that is easy understood by someone that does not have a degree in finance. Thank you, Sam. read more

Not sure if Sam is still practicing- he seemed to know his business, but after losing a significant sum of money for us on a bad investment (ended up being a real estate ponzi scheme) he left the country and went to Mexico- Not making any part of this up- and we could not get ahold of him. We have a new advisor now- finally someone from his "office" called us but it was a really bad experience overall. read more

Met Sam at a WLA class on social security Medicare. I was very impressed by his knowledge so my husband and I booked an (free) appointment with him for retirement advice. We had been talking to 2 other advisors also, but Sam really got into the numbers and walked us through it all We have met with him quarterly, and each time I come away feeling so much better about the life changes we are making. Thanks Sam! read more

Sam is young, smart, and an amazing resource. Just finished a retirement planning and information session with him. He was able to provide a broad overview of retirement planning (401k, 403b, IRA, etc.) and provide retirement advice that was easy to understand and easier to implement. The session began with him asking very specific questions about my finances including yearly income, existing savings amounts, short and long terms savings goals. The purpose of these questions was so that he could tailer his advice around my individual needs. He even put his example on his window glass. Although it may be difficult to undetstand, Sam was able to make learning about retirement savings easy. I will begin implementing his advice tonight. This review may not do justice to his advice, but if you're in need of retirement planning you will be pleased with Sam's services. read more

Samuel Rad - Although this may look complicated Sam made it easy to follow. - Financial Advising Near Me - Beverly Hills, California

I was really impressed by Samuel. He's extremely knowledgeable and very good at clarifying financial issues which would otherwise seem like Chinese to me, a novelist. I have met with other financial advisors in the past and truly disliked them. I came away from this with a sense of clarity and ease about the right direction to go. He's very personable and never makes you feel like you are too dumb to understand anything. I really would recommend him to anyone. Honestly. We are officially his clients now after we were both extremely impressed by his great advice, kindness and insightfulness. read more

Being a doctor, my investments are the last thing that I think about. Like many other people I want to be responsible and smart about money but I don't always have the time or resources. Samuel Rad helped me with my 401K rollover and retirement planning without it being stressful and painful. I realized that he especially understands financial planning concepts that are unique to me as a woman. Highly recommended. read more

There is no doubt in my mind that Samuel knows what he's talking about as far as money. And I really appreciated his offering a deal of $49 for two whole appointments (his regular rate is $300/hr), and his offering an intro lecture and dinner at Ruth's Chris. I was really looking forward to the appointments...which sadly, never took place. We never even made it to Appointment #1, which was supposed to take place with one of his junior associates, not Sam himself. No problem; my financial picture is not super complicated right now so I was cool with that. The appointment rescheduled FOUR times, until finally cancelled altogether and they refunded the $49. I know the world is being overrun by Covid-19 but c'mon, we do Zoom meetings at least twice weekly at my particular workplace and the appointments were originally scheduled on Zoom (or one of those other virtual conference platforms). Very surprised that Samuel and his team couldn't even do that much. I guess they weren't up to the task. Oh well. I guess maybe if they come back sometime, I wouldn't be opposed to meeting with them if they can give me the same deal as a second opinion is always good. In the meantime though, I will be finding another financial advisor. read more

I hired Samuel Rad as my Certified Financial Planner in Beverly Hills to do a 401k rollover. I have been with many financial advisors and financial planners in the past but Sam is truly unique.  I met Sam at a financial seminar he gave and was really impressed at his knowledge and his way of looking at things.  I enjoyed how he actually had my "back" rather than his firms. Unlike most advisors I've seen, he was truly interested in my financial success.  I would refer him to friends for sure. read more

Sam is a top notch financial adviser. He provided solutions that helped me manage my current commitments and obligations while helping me achieve my long term goals. Sam took the time to understand my current financial position and outlined several options that would help me achieve my goals. He was there every step of the way and made me feel comfortable and confident that he would do what is best for me. I am very happy with my currently financial situation and I have Sam to thank for that. I highly recommend him and have already sent several friends to him who have also been impressed with the quality of help he has provided! read more

Samuel is an excellent financial advisor. He provided insights into how I can secure my finances both in the present and in the long term. He is sincere, honest, and straightforward. Samuel made time to understand my current financial obligations and prepared various options for me to achieve my goals. I would absolutely advise you to meet with Sam because he operates in good faith and makes your interests his priority. I have worked with him since 2009. read more

Samuel was unbelievably helpful. Had some great career advice and he was so easy to connect with. The advice was so sound, spot on, and easy to understand! 5 out 5 read more

There is no doubt the guy has a great pitch. He does a very good general summary of financial products and folksy anecdotes that subtly includes pitches for complex insurance-related financial products. That's why he's got so many great reviews. The bottom line is, we came in with very specific goals and tasks and instead of working on that, pitches us insurance-related products and sub-prime lending pools. He's very amiable, very likeable guy with his photos taken with celebrities in the digital photo frame on his desk. Maybe he helps others and doesn't pitch insurance products to them, but, definitely did not help us. Super sketchy. read more

I have just met Sam Rad and am very impressed with his maturity and knowledge . He seems like a very capable financial planner and has some great ideas. Most importantly , he listens to you and your needs and then goes about helping you plan your financial future. He is fun and has a great sense of humour, and I wholeheartedly recommend him. read more

First impressions are important! Our first impression of Sam Rad is that he is professional, patient, and very knowledgeable. My husband and I came to him looking for financial advice regarding an inheritance, investments, and real estate. We left with not only sound guidance but also a feeling of reassurance, trust, and empowerment with our financial options. He spent plenty of time with us and answered all our questions. We are grateful to have found someone who is both experienced and well regarded in his industry. We are really looking forward to collaborating with him and his team as we build a secure financial future! read more

After reading Sam's excellent reviews on Yelp, I decided to make an appointment with him. I had been wanting to accomplish this list of things for a while, but had no idea where to begin: *Rollover to Traditional IRA *Set up Roth IRA *Explanation of stocks, bonds, mutual funds, CD's *Savings plan for purchasing a home Sam got straight to work with me and explained all of these things in a manner in which I could understand. He broke down my financial situation and helped me find a smart way to allocate into each of these categories. At no point did he ever try to sell me on a specific service or product. I left my consultation with Sam with a well defined list of objectives to complete in order to reach my goals. I soon realized that this list was not accurate and that I would not be able to contribute $5,500 in both Roth and Traditional IRA each year. I can legally contribute this amount between the two but not into both. My savings would accrue in exactly half the time, which simply would not work. Sam became much less available and less helpful when he had less to gain by assisting me. I'm not upset, as this is the world we live in. I am scheduled to consult with a Gerber financial planner, which also had great Yelp reviews. I will review them after my consult. read more

After getting married, we wanted to plan for our retirement as well as discuss some short term financial goals. Sam was patient, knowledgeable and walked us through several options as well as each step once our game plan was finalized. Looking forward to a long relationship with Sam and have recommended him to several family members. read more

Sam is one of the best financial advisors in Los Angeles. He's very familiar with women's financial planning issues and easy to talk to for advice. I would definitely recommend him! read more

We came to Sam with questions about saving for a house, rolling over a 401k and opening up an IRA. Sam was honest, helpful, and has made communication easy. Sam has continued to check in with me regarding my IRA account and has asked about the progress of my house. I highly recommend Sam for any of your financial needs! read more

I have been working with Sam for a few years now. I rolled over my 401K when I left a previous employer. He is excellent at explaining investment options and helping the client discover which strategy is best for their situation. I have referred him to several friends and family. I trust him completely, which isn't how I feel about most others. read more

Never having dealt with a financial planner, I had some anxiety about meeting with one. I was concerned whether or not the advice I received would have a self-serving, used-car salesman agenda (gotta make those sales!). Luckily my anxiety was ill-founded. The 5 star reviews for Sam are completely justified. He is exactly what you want in a financial advisor: patient, knowledgeable, professional and trustworthy. He asks the important questions to determine your future needs/goals and then "reverse engineers" to give sound suggestions on taking action toward those goals. It's very apparent that his first priority is to understand and serve his clients' needs rather than sacrifice trust and push products that aren't the most appropriate choice. His experience as a teacher at UCLA extension definitely shows. He deftly explains concepts in a simple, straightforward manner without making you feel ignorant... even if you suspect you are. I look forward to growing prosperity with Mr. Rad, a befitting name! read more

Although I did not end up meeting with Sam, he was very helpful over the phone and willing to accommodate my schedule to meet with him. He is knowledgeable about IRAs and I would be happy to seek his advice given another opportunity presents itself. read more

Sam has been my financial advisor for years. He is honest, smart and speaks to me in terms that I can understand. I would recommend him for anyone looking for a good financial advisor that wont speak over your head. read more

Samuel Rad - Sam Rad - Financial Advising Near Me - Beverly Hills, California

Sam is amazing! I do some business consulting and stock trading so I was not sure that a financial advisor could really help me or teach me things I did not already know. Sam Rad taught us new ways to invest that we had never heard of before. He also taught us along the way. He has a great personality so it was like infotainment! He is young, smart and knowledgeable. He listened very carefully to our needs and desires and helped us come up with an excellent plan for our future. He even advised us on our home purchase. In us, he has a client for life so we are glad he is so young! read more

Have been looking for a good financial advisor that is less focused on selling you funds that make them money and more on helping make the right decisions with my money regardless of their profits. Sam fits this perfectly. He let me take as much time as needed to get all my questions answered. I left feeling like I knew how to put my best foot forward in the coming months and have my money work as hard for me as possible. I will certainly be going back again to get more insight as things change and look into using him to invest my money with as well. read more

Highly recommend! I've worked with Sam for several years and he's never let me down. Very informative, and patient with explaining various products. Trustworthy, honest and very knowledgable. read more

Sam was so helpful and patient.He throughly explained my different options and most importantly was extremely honest. I was inspired to speak with him after he gave an eloquent talk at my office for realtors. I felt like he was looking out for my best interests. read more

I had the pleasure of attending a retirement seminar given by Sam Rad, very informative. All attendees got a free investment consultation with the firm. I used mine by meeting with Blanca, very professional, patient and knowledgeable about different investment apportunties. Sam & Blanco Thank you Afif Zaher read more

We had our free consultation today with Sam as advertised. Saturdays are normally reserved for his paid clients, but he was nice enough to see us today. Sam is knowledgeable, friendly, and engaging. He takes a comprehensive and holistic approach to financial planning. Husband had to sacrifice a planned activity today to attend, but found the session worth his time. read more

My husband and I met with Sam last week to go over our finances and to discuss our future goals. We found the session to be incredibly helpful. Sam was patient, honest and professional. He understands our needs, is very hands-on and believes in 100% transparency. These are traits we believe are very important in a financial planner. I think what really sets him apart is that he sees the importance of educating his clients every step of the way, rather than taking over the entire portfolio and leaving them in the dark. I would highly recommend working with him. read more

I went to Samuel Rad and Associates for an intitial visit and could not have been more happy with their help. I met with Rishin and we went over my current financial situation and offered advice based on what he saw from my statements and from what he learned from me as a person. I am in my mid twenties and so I was more looking for some financial education and info on how to think about my financial life as an adult. I got this and so much more. read more

Sam Rad is one of the most talented and helpful financial advisors in Los Angeles. I have worked with him and was very impressed at the level of service I've received. I would recommend him to anyone looking for a top level financial resource. He really takes time to get to know you and truly cares about doing whats right. Through my time working with him I have realized that he is someone that goes the extra mile to make sure that he puts my needs ahead of his. I highly recommend giving him a try since hes always a genuine person that cares! read more

Sam was great! I went to Sam in a panic after signing up for a policy I did not really understand. He was very nice, approachable and knowledgeable! He was able to look at many different retirement options and never came across as trying to sell me anything.He broke down standard retirement plans (Roth, IRA, 401K) and others and advised me on what was best for my budget and situation. If you are looking for unbias advice and financial planning he is your guy! read more

We just met with Sam. He is extremely knowledgable and approachable. He was very generous with his time and information. Sam seems forward thinking and willing to think outside of the box. We really appreciated that he met with us on a Saturday. read more

Mr. Rad was so helpful and honest! He listened to my situation and provided honest, caring, and accurate feedback about my financial situation and future. He offered creative solutions to savings and continued to follow up after my appointment! I would recommend Mr. Rad and will work with him again in the future! read more

Had a wonderful meeting with Sam regarding my student loans. Gave me a couple more options than had anticipated and also helped me understand my investment future. Will be seeing him again. read more

Sam is an outstanding financial advisor whose far-reaching success is well-earned. A respected member of the financial community, Sam's expertise, professionalism, experience, and integrity are valuable assets for any person who needs guidance in their financial investments. I always refer Sam to others with great CONFIDENCE and TRUST. It's no wonder his clients and colleagues love him. With Sam, doing business is always a pleasure! read more

Sam is a fantastic financial advisor! I was in need of serious financial coaching and he broke everything down in simple terms and helped me to set and achieve my goals. As a woman business owner I felt empowered by Sam's style of financial coaching. He is kind, supportive and extremely knowledgeable. I now feel that I have a good sense of my financial priorities and have started to reach a new level of success in my business! Five stars!! read more

I attended a Social Security benefits class that Sam taught (thru El Camino Community Education). How lucky to have someone so knowledgeable and successful in his field come down & share his expertise with us! I took him up on his offer to the students of a 1-hour consultation in his Beverly Hills office. Altho I know my financial picture is on the "small potatoes" side next to most of the clients that are served at that company, Sam made me feel every bit as important as those with large estates and investment portfolios. We discussed a difficult family illness situation I'm going through and unlike many others who advise me to only look after myself (I'm at retirement age), he urged me to do what I know is right, and that is to help family first while being more sensible about my financial picture. Sam must know that no matter how small one's bank account & holdings may be, one never knows if that client will someday acquire significantly more $ to manage. He's a CFP which takes 2 more years of study than to attain CPA status. I feel blessed to have met him, and hope to employ his services as needed in the future. He's not just your average money guy, he's a mensch! read more

sam was generous with his time and knowledge, giving me a clear idea of my financial situation and best options to maximize my money. very helpful. read more

My husband and I have been working with Sam for a few months now. He's wonderful, patient and service-oriented. We have no trouble scheduling appointments and when we do he's always prepared with information and options about whatever the issue at hand. He's helped us with all manners of financial planning and saved us money while we're at it. He's more than willing to present us with products that don't line his pocket. He's very knowledgeable and honest if he doesn't have all the information. I sleep easier knowing he'll be available to give us guidance for many years to come! read more