About Us

Helping You Define Your “Why?”

At Nevin Samuy, we believe in keeping the main thing, the main thing. In your journey into the realm of financial planning, we aim to keep everything clear and concise, educating you along the way. Our aim is to assist you in learning, so you can feel confident in your financial decisions to come. With our guidance and support, you will gain the knowledge and understanding necessary to navigate the intricate landscape of finance, empowering you to make informed choices that align with your goals and aspirations.

Leading Through Education

At Nevin Samuy, we proudly approach financial planning from an educational perspective. Through education and coaching, we aim to deliver a personalized experience that helps position you to fulfill your ultimate desires. We teach as we go, and actively coach you toward your ideal future.

Maximizing Savings Through Tax-Advantaged Planning

Financial planning looks different for everyone. But certain principles always apply, such as planning effective tax strategies to help you keep more of what you earn. We’ll work with you and your tax professional to plan and effectuate your specific tax strategies.

Learn from the CFP® and Enrolled Agent Advantage

At the core of our mission is your well-being and the welfare of your loved ones. Discover the unparalleled value that comes with engaging a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent. Experience a level of service and guidance that is dedicated to securing your robust financial future.

CERTIFIED FINANCIAL PLANNER™ Practitioner Care

Nevin Samuy is a CFP® certificant, which means he is educated, experienced and adheres to a high standard of ethics, always putting his clients’ best interests — their why — first.

Personalized Enrolled Agent Strategies and Advice

As an Enrolled Agent — a designation issued by the IRS — Nevin Samuy offers objective, knowledgeable tax expertise to help clients develop and execute effective tax-advantaged plans.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number^®. It's fast, free and displays your number instantly.

Get Your Number

Our Core Values

Educate like teachers; lead like coaches.

Coming from a background in education, we approach financial planning with the heart of teachers and coaches. We aim to teach you as you pursue your goals, and coach you along the way to your ideal future.

Plan with buckets and clocks.

We believe financial planning should be comprehensive, not just across areas of finance, but across your lifetime. We’ll help you plan for short, intermediate and long-term goals using a time-based system.

Always go back to: “What’s Your Why?”

For us, seeing clients gain confidence and turning goals into reality is our “why.” For our clients, this means focusing — not on market performance — but on your progress toward your actual goals.

The Key: Personal Connection

We believe financial planning should be a deeply personal experience. We will, quite literally, go out of our way to ensure you feel known, understood and valued in our relationship.

Our Financial Partners

Parent Company: Cetera Financial Group

Our Custodian: Pershing

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Our Services

We offer a wide range of financial services to meet the business and personal financial planning needs of individuals and business owners in LA.

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Our Approach

We take an educational approach to financial planning, empowering you with the knowledge and tools to fulfill your personal why and achieve your financial goals with confidence.

Our Approach

Contact Us

Why are you here? If you’re ready to pursue the financial goals that can empower you to fulfill and reach your reasons, we’re here to help you do just that.

Contact Us Today