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Samir Sleiman, CIMA, CPWA, QPFC
Financial Advisor
With over 35 years of experience in the financial and investment world. I’ve navigated thru many ups and downs in the markets. I’ve also helped many families create, preserve transfer family wealth. I take pride in being recognized as one of Forbes Best-In-State Wealth Advisors for 2025. Outside of my work, I enjoy traveling and learning from different cultures that keeps me grounded and motivated. I’m passionate about helping my clients and their children with wealth preservation strategies, and I love sharing my knowledge to empower others in their financial journeys.
Certificates
CIMA, CPWA, QPFC
eMoney Advisor®
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