local ai registry · agent view · /biz/ca/beverly-hills/samuel-rad-fiduciary-financial-advisor-beverly-hills-ca

# Samuel Rad - Fiduciary Financial Advisor

Financial Planner — Beverly Hills, California. Registry entry: https://localairegistry.com/biz/ca/beverly-hills/samuel-rad-fiduciary-financial-advisor-beverly-hills-ca

**AI Score: 28/100** (Needs attention, verified August 4, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 0 of 2)

### ChatGPT — not named
Asked: "best financial planner in Beverly Hills" (checked August 4, 2026)
> ChatGPT answered with other businesses; Samuel Rad - Fiduciary Financial Advisor was not mentioned.

### Gemini — not named
Asked: "best financial planner in Beverly Hills" (checked August 4, 2026)
> Gemini answered with other businesses; Samuel Rad - Fiduciary Financial Advisor was not mentioned.

## What reviews say

> 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.

Consistently praised:
- Sam's clear and concise presentations
- Integrity in handling refunds
- Personalized attention for all clients

Recurring complaints:
- Losses incurred in the Woodbridge ponzi scheme
- Concerns about licensing for sold securities

Bottom line: Samuel Rad is recognized for his integrity and ability to simplify financial planning, though some clients have raised concerns about past investment losses.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | — |
| Off-property attestation | 20% | 40 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 36 |
| Backlink & citation authority | 8% | — |
| Google Business Profile | 8% | 78 |
| Speed & mobile | 7% | — |
| Content freshness & schema | 5% | — |

## Others on record in Beverly Hills

- Beverly Hills Private Wealth — AI Score 25
- AIO Fee Only Financial Advisors — AI Score 25
- AFFLUENCER FINANCIAL ADVISORS — AI Score 24
- AMA Financial Advisors — AI Score 22

Samuel Rad - Fiduciary Financial Advisor ranks 1 of 6 in its category here.

## Facts

- Address: 226 S Beverly Dr Ste 200, Beverly Hills, CA 90212, USA
- Phone: (310) 935-4726
- Hours Mon: 7:00 AM – 7:00 PM
- Hours Tue: 7:00 AM – 7:00 PM
- Hours Wed: 7:00 AM – 7:00 PM
- Hours Thu: 7:00 AM – 7:00 PM
- Hours Fri: 7:00 AM – 7:00 PM
- Hours Sat: 7:00 AM – 7:00 PM
- Hours Sun: 7:00 AM – 7:00 PM

## Questions

### What are the business hours for Samuel Rad - Fiduciary Financial Advisor?
The business is open Monday through Sunday from 7:00 AM to 7:00 PM.

### Does Samuel Rad - Fiduciary Financial Advisor accept reservations?
The business does not accept reservations.

### What is Samuel Rad - Fiduciary Financial Advisor known for?
The business is known for providing honest and straightforward financial advice, with a focus on client education and integrity.

### Is parking available at Samuel Rad - Fiduciary Financial Advisor?
The business is located in Beverly Hills, where parking options may vary; it is advisable to check for available parking in the area.

### Are there any special features offered by Samuel Rad - Fiduciary Financial Advisor?
The business offers seminars and personalized consultations to help clients understand their financial situations better.

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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.