Sam Mozaffari, CFP®
The Alaska USA Financial Planning and Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
As a financial professional for more than a decade, Sam Mozaffari helps individuals, families, and businesses plan for their future by providing them comprehensive financial advice with the experience and knowledge necessary to achieve their goals.
He is an alumnus of the University of Phoenix where he earned the highest credential in the financial planning field—the CERTIFIED FINANCIAL PLANNER™, (CFP®) professional certification. In addition, Sam holds a Certified Wealth Strategist, (CWS®) designation.
Sam has a passion for creating professional relationships with members and understands the importance of personalizing services to meet specific needs and goals. He works with members to create individualized plans that are focused towards creating and growing wealth, protecting and preserving wealth, and planning for the distribution of wealth.
Sam’s planning process includes gathering information by listening carefully to member’s goals, analyzing and recommending strategies by considering their needs, experience, and time horizon, implementing an individualized plan, and taking an active role in the their future by periodically checking in to make sure everything is still on track.
Contact Sam today
Alaska USA Financial Center
5505 W. Bell Road
Glendale, AZ 85308
View the background of Sam Mozaffari on BrokerCheck from the Financial Industry Regulatory Authority (FINRA).
*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning and Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
FR-3227816.1-0920-1022 Exp. 10/02/2022