CA Insurance Lic. #0A69980
A Financial Consultant since 1995, Sami Farag enjoys building close relationships with his clients. He helps them choose the most
appropriate financial strategies that work toward their goals. In 2006, Sami first became part of the UNIFY Investment Solutions team because it gave him the opportunity to offer clients access to competitive products and services, and because of UNIFY Investment Solutions’ commitment to providing unparalleled support to credit union 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 Investment Solutions, Sami lives in Westchester and enjoys reading, working out, and spending time with his wife and two children.
Home Office: Westchester Branch
8632 South Sepulveda Blvd
Los Angeles, CA 90045
Also Serving:
Hawthorne, Redondo Beach, Glendale, and Montebello
Professional Services & Products:
- Retirement Planning
- Investment Portfolio Analysis
- Wealth Transfer
- IRAs and Roth IRAs
- 401(k) and IRA Distribution Planning Services
- Mutual Funds
- Stocks/Bonds
- Tax Advantaged Investing
- College/Education Funding
- Life, Disability and Long-Term-Care Insurance
- Asset Allocation
- Annuities