Samir Thakkar Cfp® work email
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Samir Thakkar Cfp® personal email
Samir Thakkar Cfp® phone numbers
Samir Thakkar, CFP® is the founder of 20/20 Financial Advisers LLC, a wealth advisory firm based in Costa Mesa, California that helps high net worth individuals with a focus on the areas of investment strategies, retirement planning, tax strategies, estate planning, insurance, business continuation programs, and executive compensation programs. Samir advises Benefit and Investment Boards of public, private and non profits throughout the US. Samir is a 1985 graduate of Connecticut State University as well as 1987 graduate from University of Hartford, obtaining a Executive Masters in Business Administration (MBA).Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA, 2020 Financial Advisers and Private Client Services are separate entities and are not affiliated. ©2022 2020 Financial Advisers, LLC - All Rights Reserved. 2020 and PCS do not offer legal or tax advice, and should not be construed as such. Always consult a legal or tax professional regarding your specific situation.
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PartnerPrime Capital Financial /Chhsz Holdings Jan 2022 - PresentLos Angeles Metropolitan Area
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Founder And Partner20/20 Financial Advisers, Llc Sep 1997 - PresentCosta Mesa, CaliforniaWe are a Financial Services Firm serving the needs of executives, professionals and business owners in the areas of investment strategies, retirement planning, tax strategies, estate planning, insurance, and business continuation programs. In addition, as financial advisers registered with Ameritas Investment Corp. (AIC), we also offer financial planning and investment advisory services. We have offices in Cardiff by the Sea CA, Costa Mesa CA, Daytona Beach FL, Exeter Ca, Houston TX, Indianapolis IN, Mishawaka IN, Sacramento CA, San Diego CA, San Francisco CA and Wilmington DE.
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Registered Representative - IarPrime Capital Financial Jan 2022 - PresentOrange County, California, United States -
Ceo20/20 Capital Management Inc. Feb 2016 - Mar 2022Orange County, California Area -
Registered Representative - IarAmeritas Investment Corp 1995 - Jan 2022 -
Financial Planning ManagerCigna Apr 1989 - Aug 1993Irvine Ca
Samir Thakkar Cfp® Skills
Samir Thakkar Cfp® Education Details
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Executive Masters In Business (Emba)
Frequently Asked Questions about Samir Thakkar Cfp®
What company does Samir Thakkar Cfp® work for?
Samir Thakkar Cfp® works for Prime Capital Financial
What is Samir Thakkar Cfp®'s role at the current company?
Samir Thakkar Cfp®'s current role is PARTNER.
What is Samir Thakkar Cfp®'s email address?
Samir Thakkar Cfp®'s email address is sa****@****0fa.com
What is Samir Thakkar Cfp®'s direct phone number?
Samir Thakkar Cfp®'s direct phone number is +171443*****
What schools did Samir Thakkar Cfp® attend?
Samir Thakkar Cfp® attended University Of Hartford, Central Connecticut State University.
What skills is Samir Thakkar Cfp® known for?
Samir Thakkar Cfp® has skills like Retirement Planning, Estate Planning, Strategic Financial Planning, Investments, Financial Advisory, Portfolio Management, Investment Strategies, Insurance, Wealth, Small Business, Wealth Accumulation, Tax.
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