Samuel Rad - AFFLUENCER FINANCIAL

My financial adviser at Affluencer Financial Advisor is Sam Rad, who I met when taking his classes about Social Security and Retirement advice. In addition to being a financial adviser, he also offers classes at UCLA and West L.A. College. I had been so impressed with his teaching style, offering material that was both informative and very useful, yet he made it fun and interesting. When I decided to become his client, he considered my personal situation and gave me ideas that fit with my finances and goals that were achievable. He was honest about my situation, telling me what I needed to do to eliminate debt and save for the future, requiring both discipline and patience. His firm espouses their fiduciary duty to make their clients' welfare their primary goal. They have a flat annual fee, and they do not try to sell stocks and bonds with the sole goal of making commissions, but to the detriment of their clients. Sam Rad measures his success by how successful his clients are, and he gives the same amount of attention and care, regardless of how much personal assets his client has. I have always felt very comfortable and confident having him as my adviser and can highly recommend him to anyone who seeks an honest and caring individual who places his clients' welfare as his primary duty.

I have been a customer of Affluencer financial advisors for a few years now and have found them really helpful and knowledgeable on a wide range of financial matters. I use them for all my financial affairs, whether for transactions or just advice. Highly recommend for all financial planning.

A true CFP with heart!, Completely happy with the service I received., Samuel Rad, Certified Financial Planner have been my financial advisors for some years.,