Broker Check
Sami Farag

Sami Farag

LPL Financial Consultant

CA Insurance Lic. #0A69980

A Financial Consultant since 1994, Sami Farag enjoys building close relationships with his clients. He helps them choose the most appropriate financial strategies that work toward their goals. Having joined the credit union in 2006, Sami first became part of the UNIFY Investments & Insurance team because it gave him the opportunity to offer clients access to competitive products and services, and because of UNIFY’s commitment to providing unparalleled support to its members.

“Establishing trust is the first and most essential component in creating a working relationship, and is developed through listening, caring and being there for the long run. Most importantly, I believe in giving every client the same level of service, time, and attention; no matter the investment size.” Sami has developed his experience to encompass a broad base of knowledge in financial planning and truly enjoys the ability to be able to share this knowledge with his clients. “Once I saw the benefits an investment plan can have, I became determined to help others learn to invest as well.”

Outside of his work at UNIFY, Sami lives in Westchester and enjoys reading, working out, and spending time with his wife and two children.

Home Office: Torrance Branch
                       1899 Western Way
                       Torrance, CA 90501

By Appointment:
Hawthorne, Redondo Beach, and Westchester

Professional Services & Products:

  • Retirement Planning
  • Investment Portfolio Analysis
  • Wealth Transfer
  • IRAs and Roth IRAs
  • 401(k) and IRA Rollovers
  • Mutual Funds
  • Stocks/Bonds
  • Tax Advantaged Investing
  • College/Education Funding
  • Life, Disability and Long-Term-Care Insurance
  • Asset Allocation

 

Registered In: AR, AZ, CA, IN, KY, MI, NV, UT and VA. Sami Farag is a Registered Representative with, and Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

UNIFY Financial Credit Union and UNIFY Investments & Insurance are not registered broker/dealers and are not affiliated with LPL Financial.

ADV Part 2B