Samir C. Thakkar CFP®
Investment Adviser Representative - CMI
Registered Representative - AIC
As Founding and Managing Partner of 20/20 Financial Advisers, LLC Samir primarily advises affluent clients and has done so for over 25 plus years.
As your personal financial adviser, Samir focuses on advising clients and their families to create and conserve wealth, reduce/eliminate taxes, and create an ongoing legacy. Samir takes a comprehensive approach to planning which incorporates all aspects of personal, retirement, investment, estate, and business planning. Samir will thoroughly review, analyze, and recommend optimum strategies for your cash flow, risk management, investment asset allocation, and, in conjunction with your tax adviser, tax reduction techniques. Samir offers investment and insurance products and services through his relationship with Ameritas Investment Corp. and offers fee based financial planning and investment services through his relationship with 20/20 CMI.
Samir's financial education and past workshops to adult schools, associations and corporations have brought his knowledge and experience to hundreds of people in the areas of financial, retirement and estate planning. He has also been a guest lecturer with Palos Verdes Unified Adult Education, Chapman University, County of Orange-Employees (Municipal Water District of Orange County, Yorba Linda Water District), the Society for The Advancement of Management (S.A.M.). and American Institute of Architects (A.I.A.). Additionally, he was invited to hold workshops for The I.R.S.-C.P.A. Association and Asian and South Pacific Internal Revenue Agents (A.S.P.I.R.E.). AIC and 20/20 are not endorsed by or affiliated with these entities.
Prior to his current position, from 1997 to 2001, Samir was the Managing Director of the Acacia Group, from 1994 to 1997 he was Vice President of Beverly Hills Group, and from 1989 to 1993, Samir was the Financial Planning Manager for Cigna Corporation-Individual Financial Services as well as Senior Financial Planning Tax Analyst. He began his career in the financial planning profession in 1988.
Samir is a 1985 graduate of Connecticut State University as well as 1987 graduate from University of Hartford, obtaining a Master’s in Business Administration (MBA).
Samir was born in India and moved to the United States in 1977. Today he lives in Irvine, California with his wife of 32 years and their two children, Natasha and Rohan.
- Ameritas-Acacia Leaders Court of Honor (1996-2007)
- Ameritas-Acacia Chairman's Club 2003
- Acacia President's Cabinet 1997, 1999, 2002 and 2003
- AIM Summit Club 1999
- AIM Chairman's Club 2000
- Fidelity Investments Advisory Council 1999
- The Advisors Group Investment Advisory Council 2000-2003
- The Advisors Group Leaders 1997-2007
- Ameritas/Acacia Field Advisory Committee 2003
- Panel Member - LIMRA Advanced Marketing Workshop 2003
- Certificate of Acknowledgment from Department of Treasury - Internal Revenue Service (IRS - Retirement workshop)
- Ex-Member - Board of Trustees of a NYSE listed Mutual Fund
California Life Ins #: 0B18455