Samuel Rad - Affluencer Financial Reviews
Rated 4.6 based on 9 Reviews
Financial Services in Los Angeles
226 S Beverly Dr Suite 200, Beverly Hills, CA 90212, United States
Published on
February 20, 2024
Last updated
July 10, 2025
Samuel Rad - Fiduciary Financial Advisor garners a generally positive reputation from clients, reflecting a strong commitment to trustworthiness, customer-oriented service, and professional integrity. Clients have consistently praised the personal attention, clear communication, and respectful treatment they receive, regardless of their investment size. Experiences with the company tend to underscore a dedicated approach to financial education and personalized financial planning. The firm's response to the challenges presented by COVID-19, in particular the willingness to issue refunds to those uncomfortable with virtual meetings, highlights a flexible and client-focused business ethic. However, there is a significant concern arising from one review regarding involvement in the Woodbridge ponzi scheme, which potentially undermines the firm's reputation and warrants further scrutiny from prospective clients.
Yes, customer feedback suggests that Samuel Rad and his team are willing to provide financial planning services regardless of the client's investment size, treating all clients with care and consideration.
Samuel Rad is noted for presenting complex financial information in a simple, straightforward, and understandable manner, both in seminars and individual consultations.
While most feedback is positive, there has been a critical review related to Samuel Rad's alleged involvement in the Woodbridge ponzi scheme, indicating a possible breach in ethical conduct and a loss of client funds.
Voted as the Best Financial Advisor in Los Angeles, Samuel Rad is a fee-only fiduciary specialising in retirement planning, estate planning, and a suite of wealth management services. As a fiduciary, Sam assists customers in achieving their unique financial goals by making sound decisions about investments, pensions, Social Security, annuities, life insurance, real estate holdings, and taxes. Rather than a single advisor, his clients benefit from the supervision of a team of certified financial advisors. Sam teaches at UCLA and gives instructional talks at Fortune 500 firms on topics such as retirement planning, financial planning for women, and estate planning.
