Sami Managhebi, CFP®, CPA

Wealth & Tax Advisor

As a wealth and tax advisor, Sami works alongside our client service teams to deliver top-notch investment and wealth management services that help our clients reach their goals. While her career has moved away the sole focus on taxes that she started with in her earlier days at PriceWaterhouseCoopers, she serves as one of our in-house tax experts, using her education and experience in taxation to understand the nuances of a client’s complex tax situation.

Sami takes great pride in the relationships she has been able to build with clients and knowing that clients can feel comfortable going to our team for help with the many changes life may bring.

Designations and Education
  • Certified Financial Planner™ professional
  • Certified Public Accountant
  • M.S. in Taxation, California Polytechnic State University, San Luis Obispo
  • B.S. in Business Administration with a concentration in Accounting, cum laude, California Polytechnic State University, San Luis Obispo
Personal Passion

Going out to eat and cooking, traveling, and getting outdoors by walking in the city.