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Sam Saleh

Investment & Wealth Accumulation Planning I Retirement & Long-Term Care Planning I Estate & Legacy Planning I College Funding I Business & Succession Planning I Employee Retention & Benefits Planning

Sam Saleh is a financial services professional with experience in wealth management and financial consulting. He holds an MBA degree and the FSCP (Financial Services Certified Professional) designation. Sam Saleh worked as a Financial Services Consultant at NYLIFE Securities LLC from April 2020 to June 2022, based in Pasadena, California.1 His role involved providing financial services and consulting to clients for approximately 2 years and 3 months.

In addition to his work at NYLIFE Securities LLC, Sam Saleh has experience in management, accounting, analytics, IT solutions, and sales, with over 10 years of professional experience in these fields.2 His expertise covers various aspects of financial planning, including investment and risk management, retirement planning, tax optimization, and estate planning.3

Highlights

Feb 19 · savvywealth.com
Financial Advisor Insights - Savvy Wealth
Sam Income Tax LLC CPA: Tax Relief Experts | East Brunswick

Related Questions

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Sam Saleh
Sam Saleh, photo 1
Sam Saleh, photo 2
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Location

Los Angeles Metropolitan Area