We Don’t Just Do, We Teach
Given his background in education, it’s no wonder that Nevin P. Samuy takes an educational approach and coaching perspective to the financial services he provides. We believe that through financial education, we can help empower you to make informed financial decisions and help you stay focused on your goals, regardless of market performance.
Tailored Results with a Process
As a CFP®, Nevin Samuy has developed a process for financial planning and wealth management services. Based on years of education, training and experience. this process may be similar for each client, but the intended result is a lifelong plan that’s tailored to your needs and the focused strategies to help you pursue your why.
Empowering Financial Success: Nevin Samuy's Guidance
Nevin P. Samuy, is your trusted guide on your educational financial journey. With over a decade of experience as a Financial Advisor, Nevin has the tenured knowledge to help lead you towards success and live confidently in your financial decisions. Inspired by his teaching background on a Navajo Reservation in Arizona, he approaches financial planning with a balance between the heart of a teacher, and one of a financial coach.
Wealth Management
With a transparent and personalized approach, we can help you navigate the complexities of investing, retirement planning and tax strategies, while keeping you focused on your ultimate goals.
Financial Planning
Our most popular service, financial planning is designed to help you build a stable financial foundation in every area of your life, for every stage of your life. We take an educational approach to help empower you to pursue your why.
Retirement Planning
We specialize in retirement and income distribution planning for individuals and couples, in LA and nationwide, who are nearing or living in retirement. We can help you optimize your benefits, plan distributions and minimize taxes.
Tax Planning
Through tailored tax planning services, we can help you keep more of what you’ve earned and saved. We can also coordinate with your tax professional and other advisors to help ensure your strategies are carried out.
Insurance & Protection
We can help you identify your areas of risk and assess your needs in order to determine appropriate types and amounts of coverage. Then, we can help you find the appropriate plans for your situation and budget.
Estate Planning
An essential component of your overall financial plan, estate planning helps ensure your wishes are carried out, while protecting your loved ones and minimizing the impact of taxes on your legacy.
Why Everyone Needs an Estate Strategy
Making a Charitable Gift
