Samir Saidy
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
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​Multi-Currency Wealth Management
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Retirement Planning
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University and school fee planning
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CPF & SRS Investments
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Life Insurance
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Health Insurance
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Legacy & Estate Planning
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Financial Planning for American citizens
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
Insurance Wholesaler ​
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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
“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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