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 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.
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.
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.
