Meet The Advisors - Sam Bakir, CFP® Practitioner

Issam “Sam” Bakir earned his CERTIFIED FINANCIAL PLANNER  certification after completing studies in tax management, employee benefits, retirement planning, estate planning, investment management, and insurance.

Sam graduated from the University of Texas at Austin receiving his Bachelor of Science in Electrical Engineering.  After graduation he worked in Houston, Texas and overseas before pursuing his career in the Financial Services.

As an independent business owner for over 30 years, Sam has insight into the business owners' perspective as well as the professionals.  He served on the board of professional and non-profit organizations which included the Financial Planning Association of Central Texas, FPA (Past President), University Area Rotary Club (Past   President), Greater Austin Asian Chamber of Commerce, Texas Asian Foundation.

He is currently a board member of the following organizations:

  • Goodwill Central Texas
  • Global Austin
  • Greater Round Rock Community Foundation


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.