Bio: Sam Alaoui, MS, MBA is a Registered Investment Advisor and Managing Director of Capital Trust & Associates. Sam brings a personalized approach to Financial Planning, customized solutions that work to simplify clients’ lives and helps them understand, create and manage wealth. Sam is also an entrepreneur, international speaker and financial strategist. Sam’s Academic background includes Master of International Business and MBA in Finance & Management the Series 7, 24, 63, 65, 27 (FinOp) and Life and Health licenses.
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