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Sam P

Series 66, Series 63

Seahurst, WA

The Fiduciary Alliance

Sam Parail is a financial advisor at The Fiduciary Alliance with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Merrill and J.P. Morgan Securities LLC. Parail also operates Guard Legacy, a side business focused on investment-related services. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm employs a mix of fundamental, technical, cyclical, and charting analysis, and offers discretionary portfolio management alongside estate and business planning support.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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