Samineh Shaeghi Financial Advisor in San Jose, CA 95128

Sami is a Financial Advisor with 12 years of experience currently serving the San Jose markets. Utilizing personalized financial planning, a comprehensive approach to wealth management solutions and her professional experience, Sami works with clients to define their priorities for how they live today, how they desire to live tomorrow and the legacy they choose to leave.

Prior to joining the BMO Investment Services team, Sami worked as a Financial Advisor at Bank of the West. She received her Bachelor of Science in Business Marketing from San Jose State University. She is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®. Sami holds securities licenses 7, and 66, held through LPL Financial along with her life, health, annuity and variable contracts insurance licenses.

• Wealth Planning
• Investment Management
• Retirement Planning
• Insurance and Risk Management