I met Sam Rad at Affluencer Financial years ago when he was teaching some classes about Social Security and Retirement advice. In addition to being a certified financial planner, he has taught classes at UCLA and West L.A. College, and even offered advice on the radio. I liked his teaching style and sense of humor, coupled with his clear understanding of his subject, and I subsequently decided to become a client. After I became his client, I liked that Sam listened and gave my personal financial situation his complete attention and he was honest and clear on what steps I needed to take to achieve my goals of eliminating my debt and increasing my long-term funds, requiring both patience, discipline and work. His firm charges a flat annual fee, and they espouse that it is their fiduciary duty to place their clients well-being as their primary goal, and not try to make their money from building up unnecessary commissions to the detriment of their client. I can attest that Sam Rad and his firm share the same philosophy of putting their clients' welfare and financial goals first, and I am most appreciative of his service over the last several years. read more

I don't typically write reviews but I was so impressed by Sam and his team at Affluencer Financial that I felt compelled to write one. I was referred to Sam by my friend a few months ago. Sam is a financial advisor unlike any other I have ever met with and I have interviewed quite a few in my day. What I found interesting about Sam is that he takes a very holistic approach to finances. Sam asked me questions and got to know me instead of just trying to force products sales. Sam not only asked very specific questions about my lifestyle but also took the time to inform me of what areas I needed to focus on, like when to take social security, what to do with my 401K, and even estate planning in order to get my financial affairs in order. Once I knew my options, Sam provided me with custom solutions to my specific circumstances instead of a cookie cutter one size fits all approach. I am very relieved to have found such a knowledgeable financial advisor who cares about my financial well-being. Sam is a game changer for people who are clueless about these topics. Thank You Sam! read more

Financial advisors unlike the rest! Actually I am convinced these guys can do magic! I am so not the investment nerd but these guys totally helped me with my finances and I am so glad I met them. I have been with Fidelity for many years but had no clue what a real financial advisor should be like until I went to Affluencer. I was treated like family and given all of the right guidance that I needed without constantly being hounded to buy or sell my stocks. In fact these guys did not even focus on my stocks rather they focused on ME! To me that was really refreshing because most financial advisors I have been to constantly want to buy and sell things for me while at Affluencer I was the center of focus. Working on my financial goals, my retirement plans and being coached were the things I enjoyed the most. I would recommend these guys for anyone who wants to experience true financial planning at its best! read more

We just hired Rishin Doshi to help us with our retirement accounts and life insurance account. Rishin answered all our questions and was thorough and clear in his explanations of where our accounts stood and what our options were. After discussing our needs, Rishin provided us with some options on how to maximize our 401ks so we can get big tax deductions while we also earn matches on our contributions from our employers. For the first time I completely understand how my 401k works and what options are good for me. In addition, Rishin helped us choose the right life insurance accounts without trying to "sell" us anything. I have never felt so taken care of when it comes to my financial future. He has me feel safe, comfortable and I know he is in my corner vs feeling like a number like I did before with other advisors. read more

My son and I recently met with Samuel Rad at Affluencee Financial to help plan a new approach toward financial planning, and the experience was most satisfying. Samuel was very professional, respectful, and listened very carefully to both of us who often presented differing or conflicting family goals. He was very honest and clear in presenting possible options to pursue. He engendered a trust I initially guarded and was cautious to protect from a stranger handling my finances. Additionally, I was pleased to learn from his business card that he also is an instructor at UCLA (and NOT USC--apologies for the unadulterated bias). It was time well-spent. My son and I were impressed and will return for further consultation. read more

An awesome and trustworthy team of financial advisors. I am the beneficiary of a trust and am clueless in the world of finance. A friend of my father's recommended Sam to me and from day 1 I have felt that I am in good hands. Sam does a great job of making recommendations in a way that I can understand them, and he has helped me to construct a solid plan for my finances going forward. I first became a client in 2015 and have been consistently pleased with my experience working with Sam and the team at Affluencer. His advice has been invaluable and I highly recommend him to anyone in a similar position to mine who needs to get things straightened out and on the right track. Oh, and their offices are absolutely lovely! read more

I came in for a consultation after being referred to Sam by a colleague. I met both Rishin and Sam who sat down with me and discussed my financial situation, my goals, and my questions. I had previously met with another FP firm and felt more like I was visiting a used car lot with all the sales pressure they applied. At Affluencer it was different, these two guys are professional and will tell it to you straight. Because of this, I decided to sign on with them and trust their advice fully. I work mostly now with Sam Rad, who is not only a cool guy but is a real financial expert with a great deal of knowledge. I would and have recommended Affluencer's service to colleagues, family, and friends. read more

I needed someone to consult with about budgeting for a side project of mine. I thought I had most of it done and just wanted someone to look it over but when I met with Rishin he not only picked off some mistakes I made but offered a few key suggestions that resulted in me needing less money to get started. This more than made up for his fee and made my project launch a success! I'm so happy I got the advice from Rishin and still ask him ongoing questions about setting up for future goals. He's really good at anticipating issues ahead of time and preventing them before they become a problem. Highly recommended! read more

Sam was incredibly helpful, both with financial planning and advice around how to increase income and reduce cost of living. He has empathy and an understanding of certain anxieties that may come with retirement planning and investing. I called Sam to help with planing my parents' retirement and he worked with my older parents to define a longer term plan in addition to making suggestions on short term improvements. Sam knows about investing, financial markets, real estate and employment. Overall, incredibly knowledgeable and personable for any type of client! We are so grateful for Sam's expertise. read more

I recently moved to LA and needed a new financial adviser because I need to be able to see mine in person. I searched online for top rated ones and found Affluencer. I got set up with Rishin who knew the ins and outs of financial issues and was able to explain how decisions early on play out over time. My experience with him was a solid combination of education and practical advice. Firms like Affluencer are sorely lacking and I'm glad I was able to find them so quickly. This will be my firm for years as long as they keep up the good work. read more

My husband and I didn't understand how Social Security worked so we attended a seminar at UCLA where Sam was the speaker. His presentation was so amazing that we asked to see him for a personal appointment. We had no idea there were so many ways to get our benefits! The appointment with Sam was just like how he was in his seminar. He was patient, fun, and good hearted. It didn't feel like he was rushing us and we went over time a bit. We will be going back to him for the rest of our retirement planning. read more

Met with Sam and his partner today and honestly, I cannot recommend them enough. I have been putting off meeting with a financial advisor because the process seemed very intimidating to me, but that was not the case with Sam. He helped me come up with short, and long term financial plan, and he also explained the best options for me and my finances. I walked away feeling confident in my finances, which I never thought I'd say :) I wish I could give them a hundred stars. They're great! read more

Having never met with a financial planner before, I didn't know what to expect.Being the professional he was, Sam immediately addressed my concerns, gave me very valuable advice, and even additional tips for future planning. Sam is knowledgeable and helpful but also very friendly and warm. Their office is very easy to find, and the front desk attendant was very welcoming when I arrived. I give them 5 stars across the board, and will definitely back for future consultation. read more

Happy clients of Affluencer! A business partner and I needed to get information on how to manage some money we'd recently made on a big project. We went in to see Sam and we were so impressed at his extensive care. He took his time to get to know us and had so many great points to help improve our financial position. I never thought a financial planner could do so much. He was very knowledgeable and resourceful. I am happy to say we are going to stick with this firm! read more

We inherited a large sum of money and were looking to invest, but clueless about investments. I called many companies and is seemed like a bunch of uselessness. I read the reviews of Affluencer Financial Advisors and thought to give them a try. The initial interview they spent time and talked with us, cut out the crap and gave us the solid details of the best investment fit for us. I could be more please with the results and I highly recommend them read more

Best financial advisors in LA! I'm an attorney and have referred many clients to Affluencer. I've never had a complaint. I recently went in for some financial advice myself and found out what my clients have been raving about. These guys are truly professionals in their field! I felt that they had all the bases covered from taxes, to great investment ideas. I'm definitely happy to have them as my allies. I would recommend them for anyone. read more

I am so happy with Affluencer! This is not like other financial advisor firms. Affluencer is a team of smart, savvy and personable financial advisors who take the time to LISTEN and then give you intelligent, out-of-the-box ideas that save time and money. I went to see them after having met with 3 other financial advisors that week. I quickly realized that these guys are different! I would highly recommend trying them. You wont be sorry! read more

I wasn't sure how the charges in tax rates affected my investments so I looked up financial advisors in LA and found Affluencer. They seemed different than the other companies in how they operated. They had a lot of energy and cut through the crap when explaining everything. It ended up being way less painful than I expected. Will probably use them again since I saved a lot of money thanks to their strategies. read more

Sam is great at financial guidance. He's helped me with my business endeavors. Starting the foundation of financial planning for my business that would get me up and running with longevity and low risk. Sam is a very nice guy and genuinely wanted to help me. I met with Sam May 2, 2016 for financial planning and I have been with him ever since. I have recommend him to all my family and friends. read more