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Samir Saidy 

Senior Financial Consultant
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       +65 8797 0010

 

       +65 6511 8805

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        samir@ippfa.com


       

 

78 Shenton Way #06-01 Singapore 079120

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Samir Saidy, originally from Seattle and now based in Singapore has a background in financial planning, specializing in advising high net worth individuals. Previously, working closely with business owners and professionals from major companies like Amazon and Microsoft in Seattle, providing tailored financial plans and solutions. Now in Singapore, he focuses on assisting expatriates with their financial planning needs.

What sets him apart is his dedication to staying informed on all aspects of finance and economics. Keeping up with the latest developments in interest rates, inflation, and the stock market daily, so his clients don't have to. This ensures that he can provide timely and informed advice, helping clients navigate complex financial landscapes with confidence.

Outside of work, Samir is a fan of American football and basketball, and enjoys playing pickle-ball, cycling and chess in his spare time. He is passionate about exploring Asia's diverse landscapes and cultures, immersing himself in different scenery and experiences.

EXPERTISE
Expertise
  • ​Multi-Currency Wealth Management

  • Retirement Planning

  • University and school fee planning

  • CPF & SRS Investments

  • Life Insurance

  • Health Insurance

  • Legacy & Estate Planning

  • Financial Planning for American citizens
     

QUALIFICATIONS
Qualifications

MAS Appointed Representative No. SAS300792596

 

Capital Markets & Financial Advisory Services Singapore – Singapore College of Insurance:

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M5 – Rules & Regulations for Financial Advisory Services

M8 – Collective Investment Schemes

M8a – Collective Investment Schemes II

M9 – Life Insurance & Investment-linked Policies

M9a – Life Insurance & Investment-linked Policies II

HI – Health Insurance

 

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BSc (Honors) Biology – University of Washington – Seattle

EXPERIENCE
Experience

Insurance Wholesaler â€‹

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Symetra

2020 - 2023

Seattle

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Senior Financial Consultant, Expat Advisory Group (Singapore)

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IPP Financial Advisers Pte Ltd

2024 - Present

Singapore

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Private Client Banker

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KeyBank

2023 - 2024

Seattle

CLIENT TESTIMONIALS
Client Testimonials

“I’m happy to recommend Samir as an exceptional financial adviser. In our professional interactions, Samir has consistently demonstrated impressive financial expertise and a genuine dedication to his clients. He excels at crafting personalized strategies and building meaningful relationships. His ability to deliver thoughtful, tailored advice makes him a standout in the financial industry”

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Patrick Mous, Team Leader APAC Funds Data – Bloomberg Singapore

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My Blog
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