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As Founding and Managing Partner of20/20 Financial Advisers, LLC Samir primarily advises affluent clients and has done so for over 25 plus years.

As your personal financial adviser, Samir focuses on advising clients and their families to create and conserve wealth, reduce/eliminate taxes, and create an ongoing legacy. Samir takes a comprehensive approach to planning which incorporates all aspects of personal, retirement, investment, estate, and business planning. Samir will thoroughly review, analyze, and recommend optimum strategies for your cash flow, risk management, investment asset allocation, and, in conjunction with your tax adviser, tax reduction techniques. Samir offers investment and insurance products and services through his relationship with Private Client Services and offers fee-based financial planning and investment services through his relationship with 20/20 CMI.

Samir's financial education and past workshops to adult schools, associations, and corporations have brought his knowledge and experience to hundreds of people in the areas of financial, retirement, and estate planning. He has also been a guest lecturer with Palos Verdes Unified Adult Education, Chapman University, County of Orange-Employees (Municipal Water District of Orange County, Yorba Linda Water District), the Society for The Advancement of Management (S.A.M.). and the American Institute of Architects (A.I.A.). Additionally, he was invited to hold workshops for The I.R.S.-C.P.A. Association and Asian and South Pacific Internal Revenue Agents (A.S.P.I.R.E.). AIC and 20/20 are not endorsed by or affiliated with these entities.

Prior to his current position, from 1997 to 2001, Samir was the Managing Director of the Acacia Group, from 1994 to 1997 he was Vice President of Beverly Hills Group, and from 1989 to 1993, Samir was the Financial Planning Manager for Cigna Corporation-Individual Financial Services as well as Senior Financial Planning Tax Analyst. He began his career in the financial planning profession in 1988.