LPL Financial
41yrs
Top advisor by experience in Granite Bay
2yrs
Samuel Smith
Financial advisor at Abound Financial
Based in Granite Bay, California, Samuel Smith is a fiduciary financial advisor with 2 years of industry experience. Samuel has been with Abound Financial since 2025. Samuel holds the CFP® designation.
One of 55 advisors with offices in Granite Bay, and one of 49 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office4180 Douglas Blvd Suite 200, Granite Bay, CA 95746
FirmAbound Financial
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$788,571
Advisors at the firm3
States licensed ?1 state
Services through Abound Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowAbound FinancialCurrent firm
Contact Samuel
(916) 846-7780Abound Financial main office 4180 Douglas Blvd Suite 200Granite Bay, CA 95746Office · Get directions Facebook pageAbound Financial
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Questions to ask Samuel
Tailored to Samuel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Samuel
How do I contact Samuel?
Call Abound Financial at (916) 846-7780 and ask for Samuel Smith. Samuel works from the Granite Bay, CA office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Samuel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Samuel a fiduciary?
Samuel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samuel paid?
Abound Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Samuel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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