Samee Aboubakare, Wealth Manager

Samee Aboubakare

Wealth Manager

I help high earners and young families build a financial plan that starts with the life they want to live, not a product pitch. Engineering mindset. Real-world experience. Personal care.

I Work With

  • High earners who want to align their growing wealth with a meaningful, intentional life
  • People looking for life-first financial planning, not product pitches or commission-driven advice
  • Young families building for the future who want a trusted advisor, not a rotating door of reps

I'm Not the Right Fit

  • Day traders or people looking for stock tips and hot picks
  • People who just want the cheapest option or a robo-advisor
  • Anyone looking for guaranteed returns or get-rich-quick schemes

Let's See If We're the Right Fit

A 30-minute conversation. No sales pitch. Just an honest look at where you are and where you want to go.

Or call directly: (949) 554-3027

Start investing for $5,000

Get a custom portfolio proposal in your inbox.

We use Guided Wealth Portfolios (GWP), our digital investment platform, to combine the convenience of online investing with a real advisor in your corner. Answer a few questions about your goals and risk tolerance, and you’ll receive a custom proposal showing exactly what your portfolio would look like — before you commit a dollar.

How it works

  1. 1 Answer a few questions in our portal about your goals (retirement, a house, general investing) and your risk tolerance.
  2. 2 Receive a custom proposal in your email — showing exactly what GWP would invest your money in and what you’d be charged.
  3. 3 If you like it, fund the account from your bank or an IRA rollover and e-sign the docs. You’re live.

What you get

  • ETF portfolio matched to your risk
  • Annual rebalancing
  • Quarterly tax-loss harvesting reviews
  • A real advisor (me) for questions
Get your custom proposal

$5,000 minimum to fund · No obligation to invest · Or schedule a call instead

GWP Disclosures

Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

An investment in exchange-traded funds (ETFs), structured as a mutual fund or unit investment trust, involves the risk of losing money. An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.

Free 5-Day Email Course

The Money & Meaning Gap

You're earning more than ever, but something still feels off. This 5-day course helps you find the gap between your money and what actually matters to you.

Day 1 Why more money doesn't feel like enough
Day 2 Identifying your Money & Meaning Gap
Day 3 The life-first framework for financial decisions
Day 4 Building systems that align wealth with values
Day 5 Your next step toward a plan that fits your life

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