do I need to book this place or can I just turn up?
Question · by summer_shopper_south · Member since Jul 2026 · 84 posts · 7w7 weeks ago
Financial planner in Beverly Hills, CA
4.6 · 9 reviewsOpens today at 7 AMOpens today at 7 AM
Voted as the Best Financial Advisor in Los Angeles, Samuel Rad is a fee-only fiduciary specialising in retirement planning, estate planning, and a suite of wealth management services. As a fiduciary, Sam assists customers in achieving their unique financial goals by making sound decisions about investments, pensions, Social Security, annuities, life insurance, real estate holdings, and taxes. Rather than a single advisor, his clients benefit from the supervision of a team of certified financial advisors. Sam teaches at UCLA and gives instructional talks at Fortune 500 firms on topics such as retirement planning, financial planning for women, and estate planning.
Eligible to offer 20% cashback to customers who shop here.OrbitBack
Add your name so AI can say who owns the business
Unclaimed · Add the year you opened so AI can say how long you've been open
ConfirmedVisitor submittedAI guess
Updated Aug 3, 2026Last activity 1 month ago, a question from birthday_sitter_west.
6 asked · 0 answered by Samuel Rad
Question · by summer_shopper_south · Member since Jul 2026 · 84 posts · 7w7 weeks ago
Question · by reading_reviews_on_beverly · Member since Sep 2026 · 1 post · 7w7 weeks ago
Question · by birthday_sitter_west · Member since Jul 2026 · 84 posts · 7w7 weeks ago
Question · by spring_local_north_90212 · Member since Sep 2026 · 1 post · 7w7 weeks ago
Question · by holiday_walker_north · Member since Jul 2026 · 112 posts · 8w8 weeks ago
Question · by may_lurker_north · Member since Jul 2026 · 79 posts · 8w8 weeks ago
What Samuel Rad offers, what it costs, and what people come for.
No code detected[Photo 1]
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No code detected[Photo 4]When it's quiet, where to park, and what's nearby.
Tuesday is usually the quietest day.
Busiest Wednesday and Friday from noon to 7.
Philz Coffee is next door for coffee. Mulberry Street Pizzeria is next door for pizza. California Pita & Grill Beverly Hills is a 1 minute walk for Mediterranean food.
Nearby places from Google Maps, read Sep 18, 2026.
Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.
Closed now. Busiest Wed and Fri, noon to 7.
What reviews, press and directories say about Samuel Rad.
4.6from 9 reviews on Google
Samuel Rad is recognized for his integrity and ability to simplify financial planning, though some clients have raised concerns about past investment losses. Clients appreciate Samuel Rad's approachable and informative style, often highlighting his ability to simplify complex financial concepts. Many feel a sense of trust and care, noting that he treats all clients with respect, regardless of their financial status.
The AI Score is out of 100, read from 8 signals across search and AI.
28 Beverly Hills avg
Signal and how much it countsSamuel Rad
Every business is scored the same way, and nobody can pay for a better score.
Samuel Rad, as AI sees it. Blue signals help Samuel Rad, and red ones hold it back.
Claiming your page is free.
The page ChatGPT, Gemini, Perplexity and Google read about Samuel Rad. The code version is exactly what their crawlers get.
Local AI Registry · Financial planners in Beverly Hills, CA · Editorial
By Steve Lee, founder and CEO of Local AI Registry. Updated August 3, 2026.
Published August 3, 2026 · Updated August 3, 2026 · Machine-readable version below
Samuel Rad is a financial planner in Beverly Hills, CA. Its AI Score is 28 of 100, which is poor.
What each mark on this page means: https://localairegistry.com/methodology#marks
| Fact | Value |
|---|---|
| Type | Financial planner |
| Address | 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA |
| Hours | Mon to Sun 7 AM to 7 PM |
| Phone | (310) 935-4726 |
| Rating | 4.6 across 9 reviews on Google |
| Quietest time | Tuesday |
| Updated | August 3, 2026 |
Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.
| Group | Fact | Value | Mark | Evidence |
|---|---|---|---|---|
| Location info | Address | 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA | Confirmed | Google Business Profile |
| Location info | Description | Voted as the Best Financial Advisor in Los Angeles, Samuel Rad is a fee-only fiduciary specialising in retirement planning, estate planning, and a suite of wealth management services. As a fiduciary, Sam assists customers in achieving their unique financial goals by making sound decisions about investments, pensions, Social Security, annuities, life insurance, real estate holdings, and taxes. Rather than a single advisor, his clients benefit from the supervision of a team of certified financial advisors. Sam teaches at UCLA and gives instructional talks at Fortune 500 firms on topics such as retirement planning, financial planning for women, and estate planning. | Confirmed | Google Business Profile |
| Location info | Hours | Mon to Sun 7:00 AM to 7:00 PM | Confirmed | Google Business Profile |
| Location info | Name | Samuel Rad - Fiduciary Financial Advisor | Confirmed | Google Business Profile |
| Location info | Phone | (310) 935-4726 | Confirmed | Google Business Profile |
| Hours | Monday | 7:00 AM to 7:00 PM | Confirmed | Google Business Profile |
| Hours | Tuesday | 7:00 AM to 7:00 PM | Confirmed | Google Business Profile |
| Hours | Wednesday | 7:00 AM to 7:00 PM | Confirmed | Google Business Profile |
| Hours | Thursday | 7:00 AM to 7:00 PM | Confirmed | Google Business Profile |
| Hours | Friday | 7:00 AM to 7:00 PM | Confirmed | Google Business Profile |
| Hours | Saturday | 7:00 AM to 7:00 PM | Confirmed | Google Business Profile |
| Hours | Sunday | 7:00 AM to 7:00 PM | Confirmed | Google Business Profile |
Address: 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA. Phone: (310) 935-4726. Hours: Mon to Sun 7 AM to 7 PM. (Confirmed, Google Business Profile.)
From Google Business Profile: "Voted as the Best Financial Advisor in Los Angeles, Samuel Rad is a fee-only fiduciary specialising in retirement planning, estate planning, and a suite of wealth management services. As a fiduciary, Sam assists customers in achieving their unique financial goals by making sound decisions about investments, pensions, Social Security, annuities, life insurance, real estate holdings, and taxes. Rather than a single advisor, his clients benefit from the supervision of a team of certified financial advisors. Sam teaches at UCLA and gives instructional talks at Fortune 500 firms on topics such as retirement planning, financial planning for women, and estate planning."
Quietest day: Tuesday. Busiest day: Friday. From the popular times on its Google listing.
| Place | Type | Distance |
|---|---|---|
| Beverly South Parking Structure | Parking lot | 1 min walk |
| Philz Coffee | Coffee shop | 1 min walk |
| Mulberry Street Pizzeria | Pizza restaurant | 1 min walk |
| California Pita & Grill Beverly Hills | Mediterranean restaurant | 1 min walk |
| Matu | Restaurant | 1 min walk |
| Borekas Sephardic Pastries | Cafe | 1 min walk |
4.6 average across 9 reviews: Google 9. (Confirmed, read August 3, 2026.)
Samuel Rad is recognized for his integrity and ability to simplify financial planning, though some clients have raised concerns about past investment losses. (AI guess, from 9 reviews.)
It measures how likely AI engines are to recommend a business, and how accurately. Beverly Hills financial planners run 22 to 33. Fair starts at 45, good at 65. Samuel Rad scores 28, level with the Beverly Hills average. The same method scores every business on the registry.
| Signal | Weight | Score | What it measures | Samuel Rad |
|---|---|---|---|---|
| Retrieval grounding | 26 | Does not apply | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | |
| Off-property attestation | 20 | 40 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor |
| Reviews & response | 12 | 36 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Poor |
| Backlink & citation authority | 8 | Does not apply | Domain authority and editorial quality of the sources that attest to you. | |
| Google Business Profile | 8 | 78 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | Does not apply | Core Web Vitals at the 75th percentile, on a real phone. | |
| Content freshness & schema | 5 | Does not apply | Crawl recency, intent alignment, valid JSON-LD, canonicals. |
Full method: https://localairegistry.com/methodology
How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business
Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.
| Entity | Type | ID on this page | Same as | Relationship to Samuel Rad |
|---|---|---|---|---|
| Samuel Rad | LocalBusiness | #business | Subject of this page | |
| Beverly Hills, California | City | #city | City Samuel Rad is in | |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page |
Where this page sits in the registry. It's one profile among the financial planners in Beverly Hills, linked to the lists and towns around it.
This is exactly what this page sends to Google, Bing, ChatGPT, Claude, Perplexity and Gemini. We publish it in the open for two reasons: so you can see nothing here is hidden or made up, and so any business or developer can copy it. Being a good local AI steward means the machine version says exactly what the human version says.
Sent before the page. They tell crawlers the canonical address and that a plain markdown copy exists.
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Title, description, canonical, robots and Open Graph tags. This is what shows in search results and link previews.
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# Samuel Rad, Beverly Hills CA: Reviews Source: Local AI Registry, https://localairegistry.com/biz/ca/beverly-hills/samuel-rad-fiduciary-financial-advisor-beverly-hills-ca. Free to reuse with a link back. By Steve Lee, founder and CEO of Local AI Registry. Updated 2026-08-03. Canonical: https://localairegistry.com/biz/ca/beverly-hills/samuel-rad-fiduciary-financial-advisor-beverly-hills-ca ## Photos -  -  -  -  -  ## In short Samuel Rad is a financial planner in Beverly Hills, CA. Its AI Score is 28 of 100, which is poor. What each mark on this page means: https://localairegistry.com/methodology#marks ## Key facts | Fact | Value | | --- | --- | | Type | Financial planner | | Address | 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA | | Hours | Mon to Sun 7 AM to 7 PM | | Phone | (310) 935-4726 | | Rating | 4.6 across 9 reviews on Google | | Quietest time | Tuesday | | Updated | August 3, 2026 | ## All the details Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from. | Group | Fact | Value | Mark | Evidence | | --- | --- | --- | --- | --- | | Location info | Address | 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA | Confirmed | Google Business Profile | | Location info | Description | Voted as the Best Financial Advisor in Los Angeles, Samuel Rad is a fee-only fiduciary specialising in retirement planning, estate planning, and a suite of wealth management services. As a fiduciary, Sam assists customers in achieving their unique financial goals by making sound decisions about investments, pensions, Social Security, annuities, life insurance, real estate holdings, and taxes. Rather than a single advisor, his clients benefit from the supervision of a team of certified financial advisors. Sam teaches at UCLA and gives instructional talks at Fortune 500 firms on topics such as retirement planning, financial planning for women, and estate planning. | Confirmed | Google Business Profile | | Location info | Hours | Mon to Sun 7:00 AM to 7:00 PM | Confirmed | Google Business Profile | | Location info | Name | Samuel Rad - Fiduciary Financial Advisor | Confirmed | Google Business Profile | | Location info | Phone | (310) 935-4726 | Confirmed | Google Business Profile | | Hours | Monday | 7:00 AM to 7:00 PM | Confirmed | Google Business Profile | | Hours | Tuesday | 7:00 AM to 7:00 PM | Confirmed | Google Business Profile | | Hours | Wednesday | 7:00 AM to 7:00 PM | Confirmed | Google Business Profile | | Hours | Thursday | 7:00 AM to 7:00 PM | Confirmed | Google Business Profile | | Hours | Friday | 7:00 AM to 7:00 PM | Confirmed | Google Business Profile | | Hours | Saturday | 7:00 AM to 7:00 PM | Confirmed | Google Business Profile | | Hours | Sunday | 7:00 AM to 7:00 PM | Confirmed | Google Business Profile | ## Services and prices Add your services so AI can say what you offer ### Known for Share your review link so AI can say what you're known for ## The team Add your team so AI can name who works here ## Visiting Samuel Rad Address: 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA. Phone: (310) 935-4726. Hours: Mon to Sun 7 AM to 7 PM. (Confirmed, Google Business Profile.) ### Location info from Google Business Profile From Google Business Profile: "Voted as the Best Financial Advisor in Los Angeles, Samuel Rad is a fee-only fiduciary specialising in retirement planning, estate planning, and a suite of wealth management services. As a fiduciary, Sam assists customers in achieving their unique financial goals by making sound decisions about investments, pensions, Social Security, annuities, life insurance, real estate holdings, and taxes. Rather than a single advisor, his clients benefit from the supervision of a team of certified financial advisors. Sam teaches at UCLA and gives instructional talks at Fortune 500 firms on topics such as retirement planning, financial planning for women, and estate planning." ### When to go Quietest day: Tuesday. Busiest day: Friday. From the popular times on its Google listing. ### Parking and getting in Add your parking so AI can tell people where to park Add how to find your door so AI can walk people in ### Nearby | Place | Type | Distance | | --- | --- | --- | | Beverly South Parking Structure | Parking lot | 1 min walk | | Philz Coffee | Coffee shop | 1 min walk | | Mulberry Street Pizzeria | Pizza restaurant | 1 min walk | | California Pita & Grill Beverly Hills | Mediterranean restaurant | 1 min walk | | Matu | Restaurant | 1 min walk | | Borekas Sephardic Pastries | Cafe | 1 min walk | ## Reputation 4.6 average across 9 reviews: Google 9. (Confirmed, read August 3, 2026.) Samuel Rad is recognized for his integrity and ability to simplify financial planning, though some clients have raised concerns about past investment losses. (AI guess, from 9 reviews.) ### What people like - Sam's clear and concise presentations - Integrity in handling refunds - Personalized attention for all clients ### What people do not like - Losses incurred in the Woodbridge ponzi scheme - Concerns about licensing for sold securities ### Press Add a press story so AI can say who's written about you ### Awards Add an award so AI can name it ### Directories Get listed in directories so AI can tell you're real ## Questions people ask ### Coffee near Samuel Rad on Beverly? ### Are there any special features offered by this place? ### do I need to book this place or can I just turn up? ### Busiest day at Samuel Rad, anyone know? ### the good stuff about this place, what is it? ### best financial planner in Beverly Hills ### bad experiences at Samuel Rad, anyone? ### Samuel Rad or AIO Fee Only? ### prices round here, anyone got a number ### anything new from Samuel Rad lately? ### anywhere cheaper than this place in Beverly Hills that is still good? ### what time does Samuel Rad in Beverly Hills actually open? ### parking at Samuel Rad, where does everyone put the car? ### Booking a first visit here, what happens? ### cancellation list here, is there one ### is there a rewards thing at Samuel Rad ### people keep recommending Samuel Rad, what for? ## The AI Score: 28 of 100 It measures how likely AI engines are to recommend a business, and how accurately. Beverly Hills financial planners run 22 to 33. Fair starts at 45, good at 65. Samuel Rad scores 28, level with the Beverly Hills average. The same method scores every business on the registry. | Signal | Weight | Score | What it measures | Samuel Rad | | --- | --- | --- | --- | --- | | Retrieval grounding | 26 | Does not apply | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | | | Off-property attestation | 20 | 40 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor | | AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor | | Reviews & response | 12 | 36 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Poor | | Backlink & citation authority | 8 | Does not apply | Domain authority and editorial quality of the sources that attest to you. | | | Google Business Profile | 8 | 78 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good | | Speed & mobile | 7 | Does not apply | Core Web Vitals at the 75th percentile, on a real phone. | | | Content freshness & schema | 5 | Does not apply | Crawl recency, intent alignment, valid JSON-LD, canonicals. | | Full method: https://localairegistry.com/methodology How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business ## Entity map Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other. | Entity | Type | ID on this page | Same as | Relationship to Samuel Rad | | --- | --- | --- | --- | --- | | Samuel Rad | LocalBusiness | #business | | Subject of this page | | Beverly Hills, California | City | #city | | City Samuel Rad is in | | Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page | | Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page | ## Topical map Where this page sits in the registry. It's one profile among the financial planners in Beverly Hills, linked to the lists and towns around it. ### Lists - Best financial planners in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills/financial-planner - Best businesses in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills ### Nearby - /san-jose: https://localairegistry.com/leaderboards/ca/san-jose - /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles - /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco - /san-diego: https://localairegistry.com/leaderboards/ca/san-diego - /irvine: https://localairegistry.com/leaderboards/ca/irvine - /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view ### Every list - Every leaderboard in California: https://localairegistry.com/leaderboards/ca ## References ### Sources cited - [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJK-LFDf67woARPai1kd5LjDc (accessed Aug 3, 2026)
The files every page on the registry shares, and how to copy this code for your own site, are here: https://localairegistry.com/developers
Every source behind this page, including every post and comment from locals. Each has its own permanent link, so AI engines can check it and anything copied from here carries its link back.
You're free to copy anything on this page, as long as you keep the reference links. How to copy it or link to it
The whole page exactly as crawlers get it: head tags, one connected JSON-LD graph, and every section in semantic HTML.
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<article>
<header>
<p>Local AI Registry · Financial planners in Beverly Hills, CA · Editorial</p>
<h2>Samuel Rad, Beverly Hills CA: Reviews</h2>
<p>By Steve Lee, founder and CEO of Local AI Registry. Updated August 3, 2026.</p>
<p>Published August 3, 2026 · Updated August 3, 2026 · Machine-readable version below</p>
</header>
<section id="ai-in-short">
<h3>In short</h3>
<p>Samuel Rad is a financial planner in Beverly Hills, CA. Its AI Score is 28 of 100, which is poor.</p>
<p>What each mark on this page means: https://localairegistry.com/methodology#marks</p>
</section>
<section id="ai-key-facts">
<h3>Key facts</h3>
<table>
<thead><tr><th scope="col">Fact</th><th scope="col">Value</th></tr></thead>
<tbody>
<tr><td>Type</td><td>Financial planner</td></tr>
<tr><td>Address</td><td>226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA</td></tr>
<tr><td>Hours</td><td>Mon to Sun 7 AM to 7 PM</td></tr>
<tr><td>Phone</td><td>(310) 935-4726</td></tr>
<tr><td>Rating</td><td>4.6 across 9 reviews on Google</td></tr>
<tr><td>Quietest time</td><td>Tuesday</td></tr>
<tr><td>Updated</td><td>August 3, 2026</td></tr>
</tbody>
</table>
</section>
<section id="ai-all-the-details">
<h3>All the details</h3>
<p>Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.</p>
<table>
<thead><tr><th scope="col">Group</th><th scope="col">Fact</th><th scope="col">Value</th><th scope="col">Mark</th><th scope="col">Evidence</th></tr></thead>
<tbody>
<tr><td>Location info</td><td>Address</td><td>226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Description</td><td>Voted as the Best Financial Advisor in Los Angeles, Samuel Rad is a fee-only fiduciary specialising in retirement planning, estate planning, and a suite of wealth management services. As a fiduciary, Sam assists customers in achieving their unique financial goals by making sound decisions about investments, pensions, Social Security, annuities, life insurance, real estate holdings, and taxes. Rather than a single advisor, his clients benefit from the supervision of a team of certified financial advisors. Sam teaches at UCLA and gives instructional talks at Fortune 500 firms on topics such as retirement planning, financial planning for women, and estate planning.</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Hours</td><td>Mon to Sun 7:00 AM to 7:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Name</td><td>Samuel Rad - Fiduciary Financial Advisor</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Phone</td><td>(310) 935-4726</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Monday</td><td>7:00 AM to 7:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Tuesday</td><td>7:00 AM to 7:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Wednesday</td><td>7:00 AM to 7:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Thursday</td><td>7:00 AM to 7:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Friday</td><td>7:00 AM to 7:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Saturday</td><td>7:00 AM to 7:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Sunday</td><td>7:00 AM to 7:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
</tbody>
</table>
</section>
<section id="ai-services-and-prices">
<h3>Services and prices</h3>
<h4>Known for</h4>
</section>
<section id="ai-the-team">
<h3>The team</h3>
</section>
<section id="ai-visiting-samuel-rad">
<h3>Visiting Samuel Rad</h3>
<p>Address: 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA. Phone: (310) 935-4726. Hours: Mon to Sun 7 AM to 7 PM. (Confirmed, Google Business Profile.)</p>
<h4>Location info from Google Business Profile</h4>
<p>From Google Business Profile: "Voted as the Best Financial Advisor in Los Angeles, Samuel Rad is a fee-only fiduciary specialising in retirement planning, estate planning, and a suite of wealth management services. As a fiduciary, Sam assists customers in achieving their unique financial goals by making sound decisions about investments, pensions, Social Security, annuities, life insurance, real estate holdings, and taxes. Rather than a single advisor, his clients benefit from the supervision of a team of certified financial advisors. Sam teaches at UCLA and gives instructional talks at Fortune 500 firms on topics such as retirement planning, financial planning for women, and estate planning."</p>
<h4>When to go</h4>
<p>Quietest day: Tuesday. Busiest day: Friday. From the popular times on its Google listing.</p>
<h4>Parking and getting in</h4>
<h4>Nearby</h4>
<table>
<thead><tr><th scope="col">Place</th><th scope="col">Type</th><th scope="col">Distance</th></tr></thead>
<tbody>
<tr><td>Beverly South Parking Structure</td><td>Parking lot</td><td>1 min walk</td></tr>
<tr><td>Philz Coffee</td><td>Coffee shop</td><td>1 min walk</td></tr>
<tr><td>Mulberry Street Pizzeria</td><td>Pizza restaurant</td><td>1 min walk</td></tr>
<tr><td>California Pita & Grill Beverly Hills</td><td>Mediterranean restaurant</td><td>1 min walk</td></tr>
<tr><td>Matu</td><td>Restaurant</td><td>1 min walk</td></tr>
<tr><td>Borekas Sephardic Pastries</td><td>Cafe</td><td>1 min walk</td></tr>
</tbody>
</table>
</section>
<section id="ai-reputation">
<h3>Reputation</h3>
<p>4.6 average across 9 reviews: Google 9. (Confirmed, read August 3, 2026.)</p>
<p>Samuel Rad is recognized for his integrity and ability to simplify financial planning, though some clients have raised concerns about past investment losses. (AI guess, from 9 reviews.)</p>
<h4>What people like</h4>
<ul>
<li>Sam's clear and concise presentations</li>
<li>Integrity in handling refunds</li>
<li>Personalized attention for all clients</li>
</ul>
<h4>What people do not like</h4>
<ul>
<li>Losses incurred in the Woodbridge ponzi scheme</li>
<li>Concerns about licensing for sold securities</li>
</ul>
<h4>Press</h4>
<h4>Awards</h4>
<h4>Directories</h4>
</section>
<section id="ai-questions-people-ask">
<h3>Questions people ask</h3>
<h4>Coffee near Samuel Rad on Beverly?</h4>
<h4>Are there any special features offered by this place?</h4>
<h4>do I need to book this place or can I just turn up?</h4>
<h4>Busiest day at Samuel Rad, anyone know?</h4>
<h4>the good stuff about this place, what is it?</h4>
<h4>best financial planner in Beverly Hills</h4>
<h4>bad experiences at Samuel Rad, anyone?</h4>
<h4>Samuel Rad or AIO Fee Only?</h4>
<h4>prices round here, anyone got a number</h4>
<h4>anything new from Samuel Rad lately?</h4>
<h4>anywhere cheaper than this place in Beverly Hills that is still good?</h4>
<h4>what time does Samuel Rad in Beverly Hills actually open?</h4>
<h4>parking at Samuel Rad, where does everyone put the car?</h4>
<h4>Booking a first visit here, what happens?</h4>
<h4>cancellation list here, is there one</h4>
<h4>is there a rewards thing at Samuel Rad</h4>
<h4>people keep recommending Samuel Rad, what for?</h4>
</section>
<section id="ai-score">
<h3>The AI Score: 28 of 100</h3>
<p>It measures how likely AI engines are to recommend a business, and how accurately. Beverly Hills financial planners run 22 to 33. Fair starts at 45, good at 65. Samuel Rad scores 28, level with the Beverly Hills average. The same method scores every business on the registry.</p>
<table>
<thead><tr><th scope="col">Signal</th><th scope="col">Weight</th><th scope="col">Score</th><th scope="col">What it measures</th><th scope="col">Samuel Rad</th></tr></thead>
<tbody>
<tr><td>Retrieval grounding</td><td>26</td><td>Does not apply</td><td>Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on.</td><td></td></tr>
<tr><td>Off-property attestation</td><td>20</td><td>40</td><td>Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.</td><td>Poor</td></tr>
<tr><td>AI visibility</td><td>14</td><td>0</td><td>Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.</td><td>Poor</td></tr>
<tr><td>Reviews & response</td><td>12</td><td>36</td><td>The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.</td><td>Poor</td></tr>
<tr><td>Backlink & citation authority</td><td>8</td><td>Does not apply</td><td>Domain authority and editorial quality of the sources that attest to you.</td><td></td></tr>
<tr><td>Google Business Profile</td><td>8</td><td>78</td><td>Required and recommended fields; update cadence. The listing AI pulls from first.</td><td>Good</td></tr>
<tr><td>Speed & mobile</td><td>7</td><td>Does not apply</td><td>Core Web Vitals at the 75th percentile, on a real phone.</td><td></td></tr>
<tr><td>Content freshness & schema</td><td>5</td><td>Does not apply</td><td>Crawl recency, intent alignment, valid JSON-LD, canonicals.</td><td></td></tr>
</tbody>
</table>
<p>Full method: https://localairegistry.com/methodology</p>
<p>How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business</p>
</section>
<section id="ai-entity-map">
<h3>Entity map</h3>
<p>Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.</p>
<table>
<thead><tr><th scope="col">Entity</th><th scope="col">Type</th><th scope="col">ID on this page</th><th scope="col">Same as</th><th scope="col">Relationship to Samuel Rad</th></tr></thead>
<tbody>
<tr><td>Samuel Rad</td><td>LocalBusiness</td><td>#business</td><td></td><td>Subject of this page</td></tr>
<tr><td>Beverly Hills, California</td><td>City</td><td>#city</td><td></td><td>City Samuel Rad is in</td></tr>
<tr><td>Local AI Registry</td><td>Organization</td><td>#publisher</td><td>https://localairegistry.com</td><td>Publisher of this page</td></tr>
<tr><td>Steve Lee</td><td>Person</td><td>#author</td><td>https://localairegistry.com/team/steve-lee</td><td>Author of this page</td></tr>
</tbody>
</table>
</section>
<section id="ai-topical-map">
<h3>Topical map</h3>
<p>Where this page sits in the registry. It's one profile among the financial planners in Beverly Hills, linked to the lists and towns around it.</p>
<h4>Lists</h4>
<ul>
<li>Best financial planners in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills/financial-planner</li>
<li>Best businesses in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills</li>
</ul>
<h4>Nearby</h4>
<ul>
<li>/san-jose: https://localairegistry.com/leaderboards/ca/san-jose</li>
<li>/los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles</li>
<li>/san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco</li>
<li>/san-diego: https://localairegistry.com/leaderboards/ca/san-diego</li>
<li>/irvine: https://localairegistry.com/leaderboards/ca/irvine</li>
<li>/mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view</li>
</ul>
<h4>Every list</h4>
<ul>
<li>Every leaderboard in California: https://localairegistry.com/leaderboards/ca</li>
</ul>
</section>
<section id="ai-references">
<h3>References</h3>
<h4>Sources cited</h4>
<ul>
<li>[1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJK-LFDf67woARPai1kd5LjDc (accessed Aug 3, 2026)</li>
</ul>
</section>
</article>
</main>
</body>
</html>This is the evidence for every fact on this page, across Locals, Services, Team, Visit, Reputation and Updates. Each reference names the fact, the source, what kind of source it is, and the date it was checked, with a link and an archived copy so anyone can verify it. Visitor references are dated firsthand accounts. AI guesses record what an AI engine said on that date, not what is true.