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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
I genuinely love finance. Every day I’m focused on my clients’ portfolios and staying on top of where money is going and growing. I’d like to bring that same energy and attention to your personal financial planning so you can move confidently toward your goals. In the past, I also helped people by fixing computers, which you may see in my reviews. While I was grateful for that work, my main priority now is guiding individuals through their financial decisions. As a licensed Investment Adviser Firm and Investment Adviser Representative, I started Wide Eye Capital to turn this passion into a business. If you’re ready to get more clarity and structure around your finances, I’d be happy to talk.
Overview
Hired 2 times
Serves Vancouver, WA
Background checked
1 employee
4 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Credit card, PayPal, Venmo, and Zelle.
Services offered
Service type
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for work quality, professionalism, and value.
5.0
2 reviews
5
100%
4
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3
0%
2
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1
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Idin K.
Nov 11, 2022
Sam has done a tremendous job managing my money and helping me make financial decisions. Unlike many other advisors I've worked with in the past, he doesn't just use a cookie cutter approach. He takes the time to understand my goals and makes tailored and informed decisions. Highly recommend!
Madison S.
Dec 16, 2023
Sam was incredibly quick to respond, reliable and helpful! He helped me create a budget to save for a car and form a long term game plan for a down payment on a home. I'll definitely work with him again in the future!
Credentials
Background Check
Samuel Khalil
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Hourly and management fees are discussed over the phone or video call after we see if Wide Eye Capital can help you.
What is your typical process for working with a new customer?
After a questionnaire is filled out then we can fully assess your situation and create next steps for you.
What education and/or training do you have that relates to your work?
I worked in data analysis since 2011 at Google and Fisher Investments. Additionally, I have been a day trader since 2010.
