Sam Yoo

Sam Yoo

Financial Consultant

As a Financial Consultant with Equitable Advisors and an active member and site coordinator of IRS VITA program, I am dedicated to helping individuals, families, and business owners to build the right financial future.

 

My personal mission is to lessen the tax burden for my clients and help guide them towards financial success through unbiased goal oriented financial advice. Whether working with individuals, families or business owners, my objective is to form long lasting relationship based on trust and open communication so that together we can create a financial plan that will help achieve their financial goals and dreams.  This may include:

  • Wealth Management
  • Tax Advantage Investment Strategies
  • Retirement Planning
  • Education Savings Plans
  • Risk Management and Insurance
  • 401k/IRA Rollovers
  • Estate Planning Strategies

 

With a degree in accounting from California State University of Fullerton, I believe my experience working in both the public and private accounting industry is an asset to my clients. 

 

My current licenses and credentials include; Series 7 and 66 and Enrolled Agent (a tax professional designation by IRS).

 

 

 Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC. CA Insurance License #0M15842

 

AGE-144466(5/19)(Exp.5/21)

California Insurance License #: 0M15842


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 503-889-4433
Fax 503-228-2064