Meet Sam
For more than 23 years, I’ve had the privilege of helping individuals and families feel confident about their financial futures. My approach is simple: understand what matters most to my clients, build financial plans around their goals and risk tolerance, and stay by their side through every market cycle. Having guided clients through major shifts in the markets, I draw on deep experience to structure balanced, disciplined portfolios designed to support each client’s unique objectives.
Professional Background
My career began in 2002 at Merrill Lynch and then Morgan Stanley, where I built the foundation of my advisory practice. In 2012, I launched OC Financial Group, LLC in Newport Beach, leading my own independent firm for over a decade. In 2026, I joined Iron Point Financial Advisors, partnering with a team of experienced advisors and dedicated support professionals who share a commitment to thoughtful, long-term client service. I’ve served the South Bay and Orange County communities for over two decades, and I remain honored to help clients pursue their financial goals with clarity and confidence.
Education
I have earned a Bachelor’s degree in Business with a concentration in Finance from California State University, Long Beach.
Personal
Away from the office, Faith and Family are central in my life. I also enjoy playing Ice Hockey and have a well-known appreciation for chocolate chip cookies and ice cream. My wife, Janice manages one of the largest Lululemon stores in North America and she and I live in Orange County with our children — Cyrus, Cameron, and Sophia.