Samuel Saleh

Sam is a Private Wealth Manager, board advisor, entrepreneur, and former founder/CEO who advises high-net-worth individuals, founders, and senior executives on building, protecting, and strategically deploying wealth.

Drawing on a career that spans entrepreneurship, executive leadership, and financial services, Sam brings a unique operator’s perspective to wealth management. He works closely with founders, startup executives, and business owners navigating complex financial decisions around liquidity events, equity compensation, concentrated stock positions, and long-term wealth strategy. Before entering the wealth advisory profession, Sam served as CEO of a leading interior fit-out company where he led strategic growth, operational scaling, and major project execution. He also co-founded a luxury interior and furniture company, giving him firsthand experience in startup funding, business scaling, and exit planning—insight he now applies when advising entrepreneurial clients. Sam began his financial services career at firms such as Merrill Lynch and New York Life, where he developed deep expertise in investment strategy, risk management, and holistic financial planning. Today, he integrates those institutional disciplines with modern fintech-driven advisory platforms to deliver highly personalized wealth strategies. He holds an MBA from California Polytechnic State University (Cal Poly) and the Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services. Combining the perspective of an entrepreneur, executive, and wealth advisor, Sam focuses on helping clients transform financial complexity into clarity—so they can make confident decisions about their equity, businesses, and long-term legacy.