Sameer Adi Headshot Image
Sam Adi
,
Financial Advisor
2049 Century Park East
Los Angeles, CA 90067
310.858.4894
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Profile

Managing your money can be overwhelming. With priorities ranging from retirement, to paying for college, to taking care of elderly parents, to preparing for your own healthcare needs, it’s a lot of competing demands to juggle. That’s where I come in. My name is Name, and as a Merrill Financial Solutions Advisor, I work with you one-on-one to define your goals and choose a portfolio strategy designed to help you reach them. I am here for ongoing advice, and as your situation changes, we can adapt your portfolio to change with it.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sameer Adi is registered to do business in AZ, CA, FL, MA, MI, NC, NM, NV, NY, OR, TX, WA.