Samir Thakkar Email & Phone Number
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Samir Thakkar Location
- Costa Mesa, CA, US
Samir Thakkar Work
- Partner @ Prime Capital Financial /CHHSZ Holdings (January 2022 - Present)
- Founder and Partner @ 20/20 Financial Advisers, LLC (September 1997 - Present)
- Registered Representative - IAR @ (January 2022 - Present)
- CEO @ (February 2016 - March 2022)
- Registered Representative - IAR @ (January 1995 - January 2022)
- Financial Planning Manager @ (April 1989 - August 1993)
Samir Thakkar Education
- University of Hartford
Executive MBA (Executive Masters in Business (eMBA))
1985-1987 - Central Connecticut State University
BA
1979-1983
Samir Thakkar Skills
- Retirement Planning
- Estate Planning
- Strategic Financial Planning
- Investments
- Financial Advisory
- Portfolio Management
- Investment Strategies
- Insurance
- Wealth
- Small Business
- Wealth Accumulation
- Tax
- Program Management
- High Net Worth Individuals
- Securities
- Mutual Funds
- Fixed Annuities
- Series 63
- Wealth Management
- Series 7
- Public Speaking
- Financial Services
- Entrepreneurship
- Account Management
- Management
- Strategic Planning
- Nursing
- Business Development
Samir Thakkar Summary
- Samir Thakkar, based in Costa Mesa, CA, US, is currently a Partner at Prime Capital Financial /CHHSZ Holdings. Samir Thakkar brings experience from previous roles at 20/20 Financial Advisers, LLC, Prime Capital Financial, 20/20 Capital Management Inc. and Ameritas Investment Corp. Samir Thakkar holds a 1985 - 1987 Executive MBA in Executive Masters in Business (eMBA) @ University of Hartford. With a robust skill set that includes Retirement Planning, Estate Planning, Strategic Financial Planning, Investments, Financial Advisory and more. Samir Thakkar has 3 emails and 2 mobile phone numbers on RocketReach.
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