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Samuel B
Series 65, Series 63
Manhattan Beach, CA
Maia Wealth
Samuel Boone is a financial advisor at Maia Wealth with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Maia Wealth in 2026, he worked at Intuit and Robinhood Markets, Inc. Boone has held various roles across multiple industries, including education and construction. Maia Wealth offers discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a blend of fundamental, technical, and cyclical analysis with a long-term investment strategy complemented by tactical adjustments, utilizing mutual funds, ETFs, individual securities, and third-party platforms for portfolio implementation.
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