- BS in Business, California State University - Long Beach
Sammy joined the firm in 2019. She 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 BOS 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 where she worked exclusively with C-Suite executives on their compensation, company stock, tax planning, investments and estate planning.
Sammy lives in San Mateo with her family.