# 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

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdwg89i01jjyeq1y2wch4vf%2F0.jpg)
- ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdwg89i01jjyeq1y2wch4vf%2F1.jpg)
- ![Photo 3](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdwg89i01jjyeq1y2wch4vf%2F2.jpg)
- ![Photo 4](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdwg89i01jjyeq1y2wch4vf%2F3.jpg)
- ![Photo 5](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdwg89i01jjyeq1y2wch4vf%2F4.jpg)


## 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

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### Known for

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## The team

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## 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

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### 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)