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Samuel S
ChFC®, Series 63, Series 66
Laguna Beach, CA
Savvy
Samuel Saleh is a financial advisor at Savvy with five years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior work includes roles at Bank of America N.A., Merrill, New York Life Insurance Co, and other firms. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent company technology platform and third-party tools.
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