For more than three decades, Sam Serra has been helping individuals and families navigate important financial decisions with confidence and clarity. Since entering the financial services industry in 1990, he has focused his practice on estate planning and asset management, helping clients preserve, grow, and transfer wealth in ways that align with their goals and values.
Sam believes that successful financial planning begins with understanding what matters most to each client. By building long-term relationships based on trust, personalized service, and sound guidance, he helps families create strategies designed to protect their assets and establish meaningful legacies for future generations.
A devoted husband, father of four children, and proud grandfather of three grandchildren, Sam understands firsthand the importance of planning for the future and caring for those you love. His family-centered values have shaped both his life and his approach to serving clients.
Outside the office, Sam enjoys spending time on the golf course and exploring new destinations through travel. These experiences reinforce his belief that financial success should support a life rich in family, experiences, and lasting memories.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Mosaic Capital Group is not owned or operated by Equitable Advisors, LLC or its affiliates.