
I first met Sam at an Estate Planning workshop. My uncle passed away a few years ago and my aunt is having a time with her finances. I've been helping her as I can and thought this workshop...
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Affluencer Financial Advisors is a Beverly Hills-based financial advisory company that offers sophisticated and honest financial advice to all Americans. With a team of highly educated and well-credentialed experts in retirement planning, estate planning, and taxes, Affluencer provides holistic financial planning services to help clients manage their finances and make profitable decisions regarding investments, pensions, Social Security, annuities, life insurance, and taxes.
What sets Affluencer apart is their commitment to placing the interests of clients first, with all advisors acting as fiduciaries. By offering a whole team of advisors' guidance instead of a single-advisor approach, Affluencer ensures that clients receive comprehensive and personalized financial advice without any pressure to make decisions. Experience the Affluencer difference with a free 10-minute phone consultation.
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I first met Sam at an Estate Planning workshop. My uncle passed away a few years ago and my aunt is having a time with her finances. I've been helping her as I can and thought this workshop...
I'm only 41 years old. Have less than 200k in savings. And won't be retiring for a long, long time. In another words, I am not the type of client that Sam or his team would take on. He deals with...
TLDR: Sam and his partner Rishin are super cool and explain things in a way that's easy to understand without making you feel like a moron. Everyone Elks: Parking: The building itself is near...
My husband and I met with John Pak to discuss financial planning. I am young and just starting to save up money, and I wanted to make sure I was maximizing my savings while planning ahead for the...
I know Sam as a client and a business neighbor, our offices are on the same floor in LA. Sam is very professional and he knows very well what he is doing. He is also a teacher at UCLA. Sam also...
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