Ethan Samuels specializes in complex strategies for professionals, business owners, and people with significant legacy and estate concerns.  Ethan has been described as a “Financial Intelligence Officer” and consummate educator, navigating clients and advisors through complex financial concerns.  His coordinated strategies include tax mitigation and tax offset strategies, asset protection, executive benefits, enterprise operation optimization, business succession, and advanced charitable and legacy planning.  Ethan is known to plan and execute these strategies as if preparing clients to attain military objectives; utilizing assets, mitigating against liabilities, and taking into account objectives on the strategic, operational, and tactical level to help attain a client’s desired outcome.  He helps create customized, optimized financial strategies that realign clients’ overall financial states of affair by way of coordinated asset strategies.

Working with Ethan means personal care and custom-designed strategies, applied to a holistic analysis of your entire financial picture.  Together you’ll analyze the financial “junk drawer” of products and strategies and realign these programs to help provide unity of effort and maximize flexibility and tax efficiency.  As Ethan’s client, you will be placed squarely in the cockpit of your financial future with Ethan charting your course and helping guide your every maneuver.

Ethan’s responsive strategies are crafted to include the ability to adjust for changing life, business, and legislative circumstances.  Just as important as understanding the availability of options is the ability to prioritize strategies.  What you do first matters.  Enacting coordinated strategies in the optimal order can compound tax savings, protect assets, and increase the efficacies of these strategies.  Of paramount importance to Ethan is that his clients have a clearly defined purpose for every dollar committed and every move contemplated and executed. 

Ethan is a former United States Naval Intelligence Officer.  He has ten years of experience in the financial services industry, and is completing his Masters in Business Administration at the Pepperdine Graziadiao School of Business.  Ethan is a devoted father to his daughter, Aria.  He has a passion for boxing and competitive bodybuilding, having competed twice in the Ferrigno Legacy.  He is fluent in Hebrew and Arabic, having worked as a civilian interpreter in Ramadi, Iraq in 2008, and for 6 subsequent years providing Intelligence Support to Naval aviators, sailors, SEALs, and Seabees.