Updated September 27, 2023
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Sami Boghos

Certified Financial Planner
FinanceHQ Network Member
LocationNew York, NY
Years of experience2 years experience

About Sami Boghos

Sami Boghos is an accomplished financial advisor hailing from New York, New York, with an impressive tenure at Retirable that underscores his expertise in the field. With a background spanning roles at prominent firms such as Emc Corporation, Greenwich Strategy, and Policygenius, Sami's journey culminated in his pivotal role at Retirable. As an integral member of the advisory team, he has channeled his extensive industry experience and knowledge into driving the firm's success. With a Series 65 license affirming his status as an investment advisor representative in New York, Sami Boghos is not only a guiding force at Retirable but also a trusted source of financial guidance for his clients.

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Areas of specialty

  1. Retirement Planning
  2. Investment Management

More about Sami Boghos

DesignationsCompany name
CFPRetirable
Works with clients inCustodian firms
Anywhere in USAltruist Financial

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Sami Boghos.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings