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
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Sam Javanmard. As a CERTIFIED FINANCIAL PLANNER® professional with First Point Financial Management, my mission is to help clients navigate the complexities of their financial lives and achieve the futures they’ve always envisioned.Whether it’s creating a retirement roadmap, optimizing investments, or guiding clients through estate and tax strategies, I’m passionate about turning financial goals into tangible outcomes.
I’ve been proud to call First Point Financial Management my professional home since 2018, drawn by the firm’s dedication to truly independent and personalized advice.
Before joining the team, I earned a degree in Finance with a specialization in Financial Planning from California State University, Northridge, and began my career at Morgan Stanley, where I earned my FINRA Series 7 and 66 licenses. Most recently, I achieved my CERTIFIED FINANCIAL PLANNER® certification, further enhancing my ability to deliver comprehensive and thoughtful financial planning.
What I love most about my work is the relationships I get to build with clients. Financial planning isn’t just about crunching numbers—it’s about people and their stories. I take pride in offering personalized advice tailored to each client’s unique journey, whether they’re navigating challenges or celebrating milestones.
When I’m not working, you can often find me diving into a great book, exploring new destinations, cheering on the Lakers, or spending quality time with my wife and our playful puppy. Life is all about balance, and I’m passionate about helping my clients create that same sense of balance in their financial lives.
If we haven’t connected yet, I look forward to meeting you and learning more about your goals!
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- The AGC
Primary Location
23622 Calabasas Road, Suite 300, Calabasas, CA 91364
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- 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 our Firm
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
Hobbies and Interests
- Basketball
- Family
- Reading
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Living in Retirement
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