Sam Javanmard, CFP®
Financial Planner | First Point Financial Management
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First Point Financial Management
Sam Javanmard, CFP®
Calabasas, CA
Serving Clients Nationwide
Financial Planner | First Point Financial Management
Areas of Focus
- Cash Flow
- Compensation Planning
- Employee Stock Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Sam Javanmard, CFP®
Hi, I’m Sam Javanmard — a CERTIFIED FINANCIAL PLANNER® and partner at First Point Financial Management, where I help professionals bring structure, clarity, and confidence to their financial lives.While I work with a diverse group of clients, I’ve developed a deep focus on creative professionals in the entertainment industry — producers, casting directors, editors, and post-production freelancers navigating gig-based income, union benefits, and complex tax landscapes. My approach is built around aligning financial planning with the unpredictable rhythm of the industry, offering stability without sacrificing flexibility.
That said, anyone navigating major life or career transitions — whether building wealth, optimizing taxes, preparing for retirement, or managing cash flow — deserves thoughtful, human advice. I work best with clients who value clarity, want a real plan, and prefer straight talk over sales talk.
I earned my degree in Finance with a specialization in Financial Planning from California State University, Northridge, and began my career at Morgan Stanley before joining First Point in 2018. I hold my FINRA Series 7 and 66 licenses and am proud to have earned the CFP® certification, allowing me to offer truly comprehensive, fiduciary advice.
When I’m not working, you’ll find me reading, traveling, cheering on the Lakers, or hanging with my wife and our dog. Life’s about momentum and meaning — and I’m here to help you build both.
Let’s connect. I’d love to hear your story and see how I can help.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- The AGC
Primary Location
23622 Calabasas Road, Suite 300, Calabasas, CA 91364
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Commissions
- Fee Based
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 15-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About First Point Financial Management
First Point Financial Management is an independent wealth management firm providing personalized asset management, financial planning and liability management. With nearly 40 years of experience, we will help you build wealth and achieve your life goals.Our Primary Purpose
The advisors of First Point Financial Management are members of an elite advisory firm, Kestra Private Wealth Services. Kestra Private Wealth Services is an independent Registered Investment Advisor established by veterans of the financial services industry with the expressed purpose of setting experienced financial advisors free.
Kestra Private Wealth Services is dedicated to the the belief that the relationship an advisor has with their client is paramount. This relationship depends on trust, flexibility, freedom of investment choice, and the advisor's ability to offer effective, comprehensive advice and service in a conflict-free environment.
It is through our connection with Kestra Private Wealth Services and Kestra Investment Services, LLC that allows us access to a transparent platform to operate from and provides us access to a virtually unlimited array of financial vehicles.
Because we are independent and free of conflicts of interests, we are able to make investment choices according to what we believe is best-suited to the client.
Knowledge is Power
Also, the Kestra Private Wealth Services platform offers a multi-custodian offering. What this means is that clients of First Point Financial Management not only have frequent face-to-face meetings with their investment team, but they also receive monthly statements from a trusted third-party custodian and have complete, direct online access to their accounts and can review holdings, performance, and transaction history on their own any time they wish.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.
Education
California State University, Northridge Bachelor of Science - BS, Finance, and Financial Planning
Volunteer Experience
I serve as Treasurer on the Board of Blessing Community Health Center—a nonprofit clinic devoted to delivering affordable primary care, preventive services, and compassionate health education to underserved families in our community.
Hobbies and Interests
- Animals
- Basketball
- Entertaining
- Exercising
- Family
- Golf
- Pickleball
- Reading
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Artists
- Business Owners
- Content Creators
- Corporate Executives
- Dual Income Family
- Educators
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Gen Z
- Individuals
- Living in Retirement
- Newly Engaged / Newlywed
- Non-Traditional Clients
- Nonprofit Employees
- Private Foundations & Organizations
- Professional Athletes
- Sales Professionals
- Technology Professionals
- Young Families
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