Sammy provides financial planning advice and works with clients to create and implement an investment strategy that incorporates a cohesive wealth plan to meet their personal and financial goals.
Sammy came to B|O|S from BNY Mellon Wealth Management where she served as a Wealth Manager working with high net worth individuals and families. Prior to BNY Mellon, she worked for Ayco, a Goldman Sachs Company, as a Senior Financial Planner working exclusively with C-suite executives on their compensation, company stock, tax planning, investments, and estate planning.
Sammy lives in San Mateo with her family.
B.S. in Business, California State University Long Beach