Samuel Chi is a dedicated financial advisor and has been with his current broker-dealer, now Equitable Advisors, since 2019. With a passion for helping families and clients achieve their financial goals, Sam focuses on providing comprehensive financial planning, wealth management, and risk management services.
Sam’s experience extends to various areas of financial management, including investment planning, retirement planning, and insurance analysis. With a keen focus on asset accumulation and risk mitigation strategies, Sam works closely with his clients to develop customized financial plans tailored to their specific needs and goals. Through a holistic approach, he ensures that each client’s unique circumstances and long-term objectives are taken into consideration.
As a testament to his commitment to professionalism and the financial industry, Sam has obtained FINRA Series 7 and 66 registrations, which allow him to engage in securities transactions and provide investment advice. Additionally, he holds a life accident and health license, enabling him to provide insurance strategies to his clients.
Sam also graduated from Binghamton University in 2019 with a concentration in Finance. He grew up in Commack, Long Island and is involved in various non-profit organizations within his community.
CA Insurance License #4042822