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Sammy Khalil

Financial Advisor

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Meet Sammy Khalil

I've built my practice around a simple idea: Most financial decisions aren't really about products, they're about tradeoffs people haven't had the chance to talk through with anyone. I work with families, professionals, and business owners throughout Orange County.

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What We Do

Serving Anaheim, Irvine, Garden Grove, Huntington Beach, Fountain Valley, Costa Mesa, Tustin and communities throughout Orange County. 

Tax-Aware & Faith-Based Investing

Investment decisions can have important tax implications. We evaluate strategies such as tax-loss harvesting, direct indexing, asset location, concentrated-position planning, and portfolio transitions when appropriate. Some clients want their portfolio to reflect commitments that go beyond return. We can discuss approaches that screen or structure holdings according to faith based compliant strategies for clients seeking them.

Wells Fargo Advisors does not provide tax or legal advice

Business Owners & Retirement Plans

Business owners carry two financial lives at once. As a Certified Plan Fiduciary Advisor, I work with owners across Orange County reviewing and benchmarking 401(k) plans, designing profit sharing and cash balance plans for owners looking to increase tax-deferred contributions, and clarifying fiduciary responsibilities, while keeping personal planning and eventual succession in view.

Retirement & Income Planning

Retirement planning involves more than reaching a target number. We help you evaluate cash-flow needs, Social Security claiming considerations, employer benefits, retirement account distributions, and how taxable, tax-deferred, and tax-advantaged assets may work together over time.

Comprehensive Wealth Planning

We begin by understanding your goals, cash flow, assets, liabilities, and priorities. From there, we develop a coordinated strategy that brings together investment planning, risk management, and your broader financial picture.

Contact Us

Please feel free to contact us with any questions or to schedule a meeting to discuss your financial future.
Contact Us

Wells Fargo Advisors

222 S Harbor Blvd
Suite 100
Anaheim, CA 92805
Local Phone: (714) 975-5061
Fax: (866) 558-4198
sammy.khalil@wellsfargo.com

Investment expertise and advice in an effort to help clients succeed financially

Wells Fargo Investment Institute

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