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Advisor

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

Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Federal Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and CommunityAmerica Wealth Management are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
 
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
 
Link to the Copper Financial Customer Relationship Summary.
 
Investment and insurance products offered through Copper Financial:
 

Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Obligations of or Guaranteed by the Credit Union

May Lose Value

 
This site is intended only for residents of the states in which Copper Financial and the listed financial representative is licensed. For a list of states and to learn more about Copper Financial and its financial representatives, visit FINRA’s BrokerCheck.