Partner
Current
Prime Capital Financial /Chhsz Holdings
Jan 2022 - Present
AeroLeads people directory · profile
Samir Thakkar Cfp® Email & Phone Number
Partner
at
Prime Capital Financial
2 work emails found
@2020fa.com
2 phones found area 714
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Who is Samir Thakkar Cfp®? Overview
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Quick answer
Samir Thakkar Cfp® is listed as Partner at Prime Capital Financial, based in Costa Mesa, California, United States. AeroLeads shows a work email signal at 2020fa.com, phone signal with area code 714, and a matched LinkedIn profile for Samir Thakkar Cfp®.
Samir Thakkar Cfp® previously worked as Partner at Prime Capital Financial /Chhsz Holdings and Founder and Partner at 20/20 Financial Advisers, Llc. Samir Thakkar Cfp® holds Executive Mba, Executive Masters In Business (Emba) from University Of Hartford.
Company email context
Email format at Prime Capital Financial
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{first}@2020fa.com
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AeroLeads found 2 current-domain work email signals for Samir Thakkar Cfp®. Compare company email patterns before reaching out.
Profile bio
About Samir Thakkar Cfp®
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.
Listed skills include Retirement Planning, Estate Planning, Strategic Financial Planning, Investments, and 16 others.
Current workplace
Samir Thakkar Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles · 32 years
Samir Thakkar Cfp® work experience
A career timeline built from the work history available for this profile.
Founder And Partner
20/20 Financial Advisers, Llc
We 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.
Registered Representative - Iar
Feb 2016 - Mar 2022
Registered Representative - Iar
1995 - Jan 2022
Financial Planning Manager
Apr 1989 - Aug 1993
2 education records
Samir Thakkar Cfp® education
Executive Mba, Executive Masters In Business (Emba)
FAQ
Frequently asked questions about Samir Thakkar Cfp®
Quick answers generated from the profile data available on this page.
What company does Samir Thakkar Cfp® work for?
Samir Thakkar Cfp® works for Prime Capital Financial.
What is Samir Thakkar Cfp®'s role at Prime Capital Financial?
Samir Thakkar Cfp® is listed as Partner at Prime Capital Financial.
What is Samir Thakkar Cfp®'s email address?
AeroLeads has found 2 work email signals at @2020fa.com for Samir Thakkar Cfp® at Prime Capital Financial.
What is Samir Thakkar Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 714 for Samir Thakkar Cfp® at Prime Capital Financial.
Where is Samir Thakkar Cfp® based?
Samir Thakkar Cfp® is based in Costa Mesa, California, United States while working with Prime Capital Financial.
What companies has Samir Thakkar Cfp® worked for?
Samir Thakkar Cfp® has worked for Prime Capital Financial /Chhsz Holdings, 20/20 Financial Advisers, Llc, Prime Capital Financial, 20/20 Capital Management Inc., and Ameritas Investment Corp.
How can I contact Samir Thakkar Cfp®?
You can use AeroLeads to view verified contact signals for Samir Thakkar Cfp® at Prime Capital Financial, including work email, phone, and LinkedIn data when available.
What schools did Samir Thakkar Cfp® attend?
Samir Thakkar Cfp® holds Executive Mba, Executive Masters In Business (Emba) from University Of Hartford.
What skills is Samir Thakkar Cfp® known for?
Samir Thakkar Cfp® is listed with skills including Retirement Planning, Estate Planning, Strategic Financial Planning, Investments, Financial Advisory, Portfolio Management, Investment Strategies, and Insurance.
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