Sami Najafi - Wealth Financial Advisor

Financing specialist
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Sami Najafi - Wealth Financial Advisor



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About Sami Najafi - Wealth Financial Advisor
Professional experience
Sami Najafi - Wealth Financial Advisor Sami Najafi Shaeghi is a highly experienced and knowledgeable wealth financial advisor based in San Jose, California. With a strong commitment to delivering personalized financial solutions, Sami has established a reputation for helping clients achieve their financial goals. With years of industry experience, Sami Najafi Shaeghi has built a solid foundation in wealth management and financial planning. As a registered financial advisor at LPL Financial LLC, Sami brings a comprehensive suite of financial solutions to clients seeking to maximize their wealth and secure their financial future. Serving a diverse range of clients, Sami Najafi Shaeghi understands that each individual has unique financial aspirations and challenges. By carefully assessing their needs and goals, Sami is able to develop tailored strategies that align with their specific circumstances. This attention to detail ensures that clients receive the most suitable financial advice and solutions to help them navigate the complexities of the market and achieve optimal results. Beyond his role as a wealth financial advisor, Sami Najafi Shaeghi is also actively involved in academia. As an Assistant Professor of Information Systems & Analytics (ISA) in the Leavey School of Business at Santa Clara University, he contributes to the development of future industry professionals. Through his expertise and passion for teaching, Sami inspires and educates students, equipping them with the necessary skills and knowledge to excel in the world of finance and business. Sami Najafi Shaeghi holds designations as a Certified Financial Planner® (CFP®) and an Accredited Investment Fiduciary® (AIF®), further demonstrating his commitment to upholding the highest ethical standards and providing exceptional financial services. With his extensive knowledge and expertise, Sami is able to guide his clients through complex financial decisions, ensuring that their best interests are always the top priority. As a Managing Director - Financial Advisor at RBC Wealth Management, Sami Najafi Shaeghi continues to empower his clients to make informed financial decisions and build long-term wealth. With a passion for helping others achieve financial success, Sami stands as a trusted partner in navigating the ever-changing landscape of finance. Whether assisting clients in creating personalized financial plans, managing investments, or providing guidance on retirement planning, Sami Najafi Shaeghi remains dedicated to helping individuals and families achieve their financial goals.

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Location

San Jose, Santa Clara (95101)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish

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