Samir Sleiman, CPWA, CIMA, QPFC

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.

CA Insurance License Number: 0D09431. Resident State: UT

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.