WE BELIEVE YOUR DREAMS ARE ATTAINABLE.

ACHIEVING OUR GOALS

IS ALL WE'VE EVER KNOWN.

Sam’s story is one of hard work and dedication. As an immigrant to America, he learned early on the value of taking responsibility for his own success. At the age of just 16, he began paying the mortgage on his family’s home in the U.S., knowing that he would need to put himself through college as well. When the time came to get his bachelor’s, Sam started selling insurance to make ends meet and quickly discovered he enjoyed interacting with clients – something that his degree in Computer Science wouldn’t guarantee.
Never the quitter, though, Sam earned his degrees in Computer Science and Business Economics from the Florida Institute of Technology. After college, Sam decided to follow his calling and continued to work in this field, moving from insurance only to financial services. There came a point when Sam realized, however, that working for a corporate agenda constricted him from providing truly personalized plans to clients. From this epiphany came Hoss Financial. Now, with 35 years of experience, Sam works tirelessly to offer clients straightforward and honest financial guidance, utilizing the proper tools to meet their individual needs.
Sam and his wife, Mona, are proud to call the Los Angeles area their home, and they are committed to giving back to their community by supporting charities like City of Hope and Make-A-Wish Foundation. For Sam, the most rewarding aspect of his work is knowing that he has made a positive difference in the lives of his clients and his community.

RETIREMENT DOESN’T HAVE TO FEEL OVERWHELMING.

It’s all about taking the first step.
At Hoss Financial, we believe working towards your ideal retirement shouldn’t be intimidating. The key is starting – and we would be honored to help guide you down the path that leads to your personal vision.
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SAM HOSS

PRESIDENT
Since entering the financial services industry in 1985, I have been committed to providing the highest quality of service and sound advice based upon thorough and timely research. I received my bachelor’s degree in Computer Science and Business Economics from the Florida Institute of Technology as well as Personal Financial Planning designation from UCLA. I continuously develop my skills and education so that I can stay abreast of new developments in the industry and inform my clients with comprehensive and strategic information.
I am an Independent Financial Advisor and wealth manager of my independently owned and operated Hoss Financial, Inc. I focus on the needs of successful professionals, high net-worth individuals, business owners and retirees. Through consistent effort and a commitment to outstanding service I have built a solid client base and have expanded my business through referrals from satisfied clients. I focus on estate, retirement and business planning. Honesty, empathy, hard work, a solid education and a passion to truly serve my clients are some of the principles I follow every day as the rule of ethical conduct. I am also the author of “Simple Strategies to Reduce Estate & Income Taxes”.
An extensive background and knowledge of the estate and retirement planning fields have allowed me to conduct numerous workshops on these topics. I am involved with many professional organizations including the International Association of Registered Financial Consultants and the Financial Planning Association. I have been honored with several awards, including the National Sales Achievement Award, qualification for the Presidents Conference with MetLife Securities, and Million Dollar Roundtable Life Member.
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“It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency”
– Sam Hoss

NOW IT’S TIME TO ENJOY THE FRUITS OF YOUR LABOR.

Our expertise lies in crafting financial plans that will carry you through retirement and beyond. We don’t have quotas to fill for a big insurance company – our agenda is yours. That’s why we use a careful recipe of insurance products and investment strategies to help preserve your hard-earned assets and grow them within your preferred risk tolerance.
Our ultimate goal is to ensure you enjoy the life you’ve worked so hard to build and that it allows you to give back to the people and causes your care about.

IN THE MEDIA

Listen to our podcast
Read our book

SIMPLE STRATEGIES TO REDUCE ESTATE AND INCOME TAXES

Plus Wealth Management & Income Planning For Retirement
Is Your 401(k)/403(b) account an IOU to the IRS?

EVENTS

Upcoming Events

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February 29, 2024

6:00 pm PDT

Agoura Hills Recreation and Event Center – Multipurpose Room 1
29900 Ladyface Ct.

Agoura Hills, CA 91301

Take Control of Your Retirement – Educational Workshop

March 9, 2024

11:00 am PDT

Boccaccio’s Restaurant
32123 Lindero Canyon Rd.

Westlake Village, CA

Take Control of Your Retirement – Educational Workshop

LET US RISE TO THE CHALLENGE.

Schedule an appointment for a complimentary written financial plan.
Read our book

SIMPLE STRATEGIES TO REDUCE ESTATE AND INCOME TAXES

Enter your information below to request your free copy.