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Samir C. Thakkar, CFP®

Partner

Phone: (714) 433-1299

Fax: (714) 433-1292
Locations:

940 South Coast Dr, Suite 110, Costa Mesa, CA 92626

As your personal financial adviser, Samir Thakkar, CFP®, focuses on advising clients and their families to help them create and conserve wealth and potentially reduce/eliminate taxes, as well as helping them create a legacy. Samir takes a comprehensive approach, with the goal of incorporating all aspects of personal, retirement, investment, estate, and business planning. Samir will thoroughly review, analyze, and recommend optimum strategies for your cash flow, risk management, investment allocation, and, in conjunction with your tax adviser, tax reduction techniques. Samir offers investment and insurance products and services through his relationship with Private Client Services and offers fee based financial planning and investment advisory services through his relationship with Prime Capital Investment Advisors.

Samir’s financial education and past workshops to adult schools, associations and corporations have brought his knowledge and experience to hundreds of people in the areas of financial, retirement and estate planning. He has also been a guest lecturer with Palos Verdes Unified Adult Education, Chapman University, County of Orange-Employees (Municipal Water District of Orange County, Yorba Linda Water District), the Society for The Advancement of Management (S.A.M.). and American Institute of Architects (A.I.A.). Additionally, he was invited to hold workshops for The I.R.S.-C.P.A. Association and Asian and South Pacific Internal Revenue Agents (A.S.P.I.R.E.). PCS and 20/20 are not endorsed by or affiliated with these entities.

Prior to his current position, from 1997 to 2001, Samir Thakkar was the managing director of the Acacia Group, from 1994 to 1997 he was vice president of Beverly Hills Group, and from 1989 to 1993, Samir was the financial planning manager for Cigna Corporation-Individual Financial Services as well as senior financial planning tax analyst. He began his career in the financial planning profession in 1988.

Samir is a 1985 graduate of Connecticut State University as well as 1987 graduate from University of Hartford, obtaining an Executive Master’s in Business Administration (EMBA). He was born in India and moved to the United States in 1977. Today Samir lives in Irvine, California with his wife of 39 years. Their two children, Rohan & Natasha, lead successful business and careers in Southern California and in San Francisco.

Additional information

  • Ameritas-Acacia Leaders Court of Honor (1996-2021)
  • Ameritas-Acacia Chairman’s Club 2003
  • Acacia President’s Cabinet 1997, 1999, 2002 and 2003
  • Summit Club 1999
  • AIM Chairman’s Club 2000
  • Fidelity Investments Advisory Council 1999The Advisors Group Investment Advisory Council 2000-2003
  • The Advisors Group Leaders 1997-2007
  • Ameritas/Acacia Field Advisory Committee 2003 & 2004
  • Panel Member – LIMRA Advanced Marketing Workshop 2003
  • Certificate of Acknowledgment from Department of Treasury – Internal Revenue Service (IRS – Retirement workshop)
  • Ex-Member – Board of Trustees of a NYSE listed Mutual Fund

Disclosures:
California Life Insurance #0B18455

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA, 2020 Financial Advisors and Private Client Services are separate entities and are not affiliated. ©2024 20/20 Financial Advisors, LLC – All Rights Reserved.

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