With over a decade of experience, Samir Ahmed brings an approachable style to financial planning. As a CFP®, ChFC®, and RICP® professional, he specializes in guiding retirees, business owners, and military families through the complexities of retirement, investment strategies, estate planning, and tax efficiency. At SageView, Samir supports the firm’s Florida office with a simple approach: he believes planning for your future shouldn’t be stressful; it should be a conversation.
Prior to joining SageView, Samir worked at USAA, Avantax Wealth, JP Morgan Chase and Schwab. His mission is to make smart financial planning feel like a relaxed chat with a trusted friend.
Outside of the office, Samir is a proud husband, father to a spirited daughter, and dog dad to two lovable pups. He is also an ardent supporter of Florida State football and passionate heavy metal enthusiast—yes, you can talk Roth IRAs and Metallica in the same meeting! Whether you're planning your next chapter or looking for peace of mind in uncertain markets, Samir is here to help you build a future that aligns with your goals—and your lifestyle.