Sam Diarbakerly, CRPC™ is a Private Wealth Advisor at Claro Advisors helping individuals and families navigate the complexities of managing wealth while capitalizing on planning and investment opportunities. Executives, founders, investment professionals and foundations rely on Sam and his team to guide them through sophisticated financial transactions and scenarios including the Sale of Business, managing equity compensation, significant unrealized capital gains, family wealth transfer, tax minimization, lending, asset protection, charitable giving, and family wealth conversations.
Sam’s process begins by understanding his client’s capital needs and vision by assessing all aspects of their financial and operating position, and then crafting an individualized plan. Investment programs are diversified and seek to balance the appropriate amount of risk and return aligned to long term goals. Sam has significant experience managing large portfolios including equities, fixed income, options, real assets, and alternatives. As a fiduciary the client’s best interest is the cornerstone of all guidance and decision making. The Claro team brings cutting edge technology to illustrate custom portfolio performance, tax documents and cash flow projections all in real time and secure.
Prior to Claro, Sam held various roles at Merrill Private Wealth Management and Commonwealth Financial group focusing on investment Strategy and complex financial planning. Sam’s family has a legacy of entrepreneurship and small business, his family roots drive his moral compass. Honesty, transparency, education and giving back are integral to Sam. He served three years as mentor at Minds Matter Boston. Minds Matter is a mentor program empowering high achieving, low-income high school students to achieve a higher education. Currently Sam teaches financial literacy to low-income families in the Boston area. He earned his Master’s in Business Administration from the F. W Olin School of Business at Babson College. Sam is a member of the Boston Estate Planning Council.