Kyle W.
9/22/2015
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...
Samuel Rad
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226 S Beverly Dr Ste 200
Beverly Hills, CA 90212
Award-winning financial planner Samuel Rad, based in Beverly Hills, CA, is dedicated to helping individuals achieve their financial goals through professional fiduciary services. With 16 years of experience in the financial and insurance fields, Sam specializes in retirement planning, tax reduction, and estate planning.
As a fee-based financial advisor, Samuel Rad prioritizes providing expert advice over sales, ensuring that clients receive personalized guidance for their financial future. With a focus on maximizing assets and property, Samuel Rad is the trusted resource for individuals seeking comprehensive financial planning in the Los Angeles area.
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4.549 reviews
Michele B.
4/4/2025
I just hired a lawyer to get him. He will be served papers pretty soon. He belongs somewhere forever. You can run but not hide!! Time to get my money...honey.
Catherine G.
12/14/2024
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...
kit l.
4/17/2019
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...
Jesús H.
8/12/2015
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,...
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