As a Wealth Advisor with CommunityAmerica Wealth Management, I enjoy helping individuals and families create financial strategies that reflect what matters most to them. With more than 30 years of experience in the financial services industry, I believe every successful financial relationship begins with trust. By taking the time to listen and understand each client's unique goals, I can develop personalized recommendations tailored to their needs and long-term objectives.
“Every financial journey is unique. My goal is to provide personalized guidance that helps you move forward with confidence."
I earned my degree in Business Administration from the Faculty of Commerce in Alexandria, Egypt. I also hold Series 6, 7, 63, and 65 securities licenses, along with a California insurance license. Throughout my career, I've been passionate about educating clients and helping them make informed financial decisions. Seeing the positive impact a thoughtful financial plan can have inspired me to help others build confidence in their own financial future.
Outside of work, I enjoy volunteering at my church and the Ronald McDonald House of Los Angeles. In my free time, you'll also find me working out, reading, and spending quality time with family and friends. One of my favorite quotes is, "The biggest risk of all is not taking one." — Mellody Hobson. I appreciate the reminder that meaningful progress often begins with taking the first step.
Sami Farag is insurance licensed in California and offers insurance services through Copper Financial & Insurance Solutions.
California Insurance Agent License #0A69980
Copper Financial & Insurance Solutions License #0J06220
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |