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Sam Saleh, MBA, ChFC

Hi, I’m Sam, a wealth manager in Newport Beach, California. I’m passionate about helping individuals, families, and business owners with their investment, retirement, tax, estate, and small business succession planning. As a fiduciary Chartered Financial Consultant (ChFC), I hold myself to the highest standard of excellence in financial planning and guidance for my clients. 

SAM'S TEAM:

Helen Zheng

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Newport Beach, California

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How sAM works with clients
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“To effectively help clients achieve their financial goals, I believe it’s essential to deploy a combination of strategic financial, investment, and tax planning methods tailored to their unique needs.” 

Learn more about Sam

How can I help?

Retirement Planning

DREAMS INTO ACTIONABLE PLANS
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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Estate & Trust Planning

PRESERVATION OF YOUR LEGACY
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
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Succession Planning

ESTABLISH YOUR BUSINESS SUCCESSION PLAN
Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? We build strategic blueprints to help ensure the continued growth and success of your enterprise.
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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Monthly recaps on financial markets. Stay in the loop with Sam.

Get to know Sam

Sam Saleh is an experienced financial advisor, wealth manager, and seasoned entrepreneur with a diverse career spanning the financial services, construction, interiors and luxury furniture sectors. Currently, Sam leverages his extensive experience to provide comprehensive financial planning and wealth management services to high-net-worth individuals and families.Before transitioning into the financial advisory space, Sam was the CEO of a leading interior fit-out company, overseeing business growth, strategic direction, and operational management. He also founded a luxury interior & furniture company, gaining significant experience in funding, scaling, and exiting businesses.

Sam began his career with wirehouse & insurance firms like Merrill Lynch and New York Life, where he developed specialized skills in financial and risk management planning. During his tenure at these firms, Sam honed his expertise in investment strategies, insurance solutions, and wealth preservation for high-net-worth clients. His work in these areas laid the foundation for his current role as a trusted financial advisor and wealth manager.

Sam holds an MBA from California Polytechnic State University (Cal Poly) and a Chartered Financial Consultant (ChFC) certification from the American College of Financial Services. His diverse education, combined with his broad business and financial experience, enables him to take a holistic approach to wealth management, focusing not only on financial growth, but also risk mitigation and long-term asset preservation.

With a passion for empowering clients to achieve financial security and success, Sam works closely with each client to develop tailored strategies that address their unique goals and challenges.

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Michael McCarthy, CFP®

Investment Operations & Client Experience Lead

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Mike has been in the wealth management industry for 10 years, beginning his career at BNY Mellon’s Silicon Valley office. There, he learned the intricacies of wealth management and discovered his passion for helping families achieve their financial goals. He later became a Portfolio Manager at an ultra-high net worth RIA in Boston, where he honed his skills in developing custom investment strategies for clients.

Inspired by Savvy’s mission to bring a tech-focused energy to the wealth management industry, Mike joined the firm in July 2022 to drive the launch and continued evolution of their advisory capabilities. At Savvy, Mike has played a key role in developing, launching, and managing the in-house investment solution, Savvy Wealth Investment Management (“SWIM”). He also leads Savvy’s Client Experience Team, partnering closely with associates and advisors and aimed at  producing best-in-class services for their clients.  

Mike is a graduate of Northeastern University and holds his Certified Financial Planner™ (CFP®) designation. He resides in New York with his wife, Alex, and their golden retriever, Bondi.

Hillary Peterson

Client Services Manager

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Hillary is a seasoned professional in the wealth management industry with nearly a decade of experience supporting clients. Having excelled at Clarity Capital Management, she prides herself on her meticulous precision and dedication to top-tier service. Since joining Savvy in September 2022, Hillary has helped streamline service processes, enhancing the way in which we help serve advisors and their clients.

Hillary is a graduate of Western Washington University and currently resides in Washington state.

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Helen Zheng, ChFC®

Senior Client Associate

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Helen has been in the wealth management industry for over eight years. She started her career as an independent producer but moved into holistic financial planning earning her securities licenses and a financial planning designation. She later transitioned to Fidelity's wealth management sector in Silicon Valley where Helen provided support to advisors and clients nationwide. 


Joining Savvy was a deliberate choice for Helen, drawn to the pioneering advancements the company is making in wealth management. She views this evolution as a much-needed transformation in financial services, emphasizing a crucial juncture where efficient technology adoption will set apart wealth management practices in supporting clients.

Helen is an alumna of Loyola University Chicago and holds the prestigious Chartered Financial Consultant® (ChFC®) designation. She calls the San Francisco Bay Area home.