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Samuel Rad - Affluencer Financial
Samuel Rad - Affluencer Financial

Samuel Rad - Affluencer Financial Reviews Summary

Financial Services | Los Angeles, CA

What do customers say about Samuel Rad - Affluencer Financial?

As of Feb 20, 2024, 9 customers have reviewed this business and rated it 4.6 Star out of 5. The following report provides an in-depth analysis of customer reviews collected.

Source: This report was produced by TrustGuide based on a randomly selected sample of 10 publicly available reviews, sorted by relevance. See source

Verified by
Souad Boumerar
Published on
February 20, 2024
Last updated
March 13, 2024

Overall Reputation

Based on the selected reviews, Trustguide has assessed this business as follows:
Positive
Neutral
Negative
TrustScore®
A+
A
B
C
D
F
Verified by
Trustguide®
Overall Rating
4.6
/5
9
reviews
Excellent
Good
Average
Fair
Poor
Trustguide uses AI for unbiased and objective review summaries. We strive for accuracy but aren't responsible for source material or decision outcomes.

Samuel Rad - Affluencer Financial's customer reviews analysis

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.

Positive Feedback

Positive customer feedback for Samuel Rad - Fiduciary Financial Advisor is characterized by a high level of trust in Samuel Rad's honesty and professional ethics. Clients express appreciation for his approachability and skilled communication, particularly his ability to demystify complex financial concepts. The accessibility of the firm's services is also noted, extending a welcoming hand even to those with smaller investment portfolios. Clients feel well-cared-for, which translates into confidence that their financial planning is handled with due diligence and care. Experiences that highlight the promptness of response, thorough understanding of client needs, and effective financial guidance affirm Samuel Rad's image as a competent and reliable financial planner.

Concerns and Threads

On the negative side, there is a concerning review about a significant financial loss due to Samuel Rad's alleged involvement with the Woodbridge ponzi scheme. This claim suggests that there was a sale of unlicensed securities and profiteering from above-market commissions, mainly affecting elderly retirees. If validated, such actions would cast considerable doubt on the fiduciary commitment and ethical standards of the advisor. This solitary but serious accusation disrupts the otherwise positive narrative and may alarm potential clients, underlining the need for careful due diligence before engaging with financial planning services.

Frequently asked questions about Samuel Rad - Affluencer Financial

Is Samuel Rad willing to work with clients who have smaller investment portfolios?

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.

How does Samuel Rad approach client education in financial planning?

Samuel Rad is noted for presenting complex financial information in a simple, straightforward, and understandable manner, both in seminars and individual consultations.

Has there been any negative feedback regarding Samuel Rad's financial advising services?

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.

Recent customer reviews and testimonials for Samuel Rad - Affluencer Financial

Samuel Rad - Affluencer Financial
Yosef Merania
5-Star
2 months ago
Honest, helpful and a really good guy. Highly recommend. I have been working with Sam for over 5 years now.
Samuel Rad - Affluencer Financial
Yolanda Saldana
5-Star
3 years ago
My husband and I attended one of Samuel Rad’s seminars just before the COVID-19 hit. Mr. Rad put together an excellent presentation at a beautiful restaurant. He was clear and concise. I was very interested in sitting down with him to discuss my finances and paid a nominal fee for his services. Then COVID-19 came along before I had an opportunity to meet with him. His office called and offered to have a meeting over the phone or online. I didn’t feel comfortable with either so I requested a refund. I was told they would get back with me within 24 hours. And they did! They graciously refunded me the entire amount. Samuel Rad has integrity. I’ve only met him once but his actions speak louder than words. He is definitely someone who could be trusted to look out for you. Thank you, Yolanda S.
Samuel Rad - Affluencer Financial
Faria K. N
5-Star
8 years ago
A true CFP with heart! Went in to see Sam and his team. I was treated with complete care even though I do not have a huge amount of money. I had been treated like "small fish" by my previous financial advisor and decided to give Sam's firm a try. I was so impressed and humbled with the level of care I received. I would recommend him for anyone looking for a honest financial planner that won't talk down to you.
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TrustScore®
A+
A
B
C
D
F
Verified by
Trustguide®
Overall Rating
4.6
/5
9
reviews
Excellent
Good
Average
Fair
Poor

About Samuel Rad - Affluencer Financial

Financial Services

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.

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