Sammy Azzouz

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Sammy Azzouz

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Born
in Boston, The United States
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Member Since
May 2014

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Sammy Azzouz, JD, CFP®, is president and CEO of Heritage Financial Services, based in Westwood, Massachusetts. He is also the author of The Boston Advisor blog (thebostonadvisor.com), which aims to help people who are serious about their finances take their money smarts to the next level.

Sammy has been a wealth manager helping high-net-worth clients achieve their financial and investment goals since 2000. Early in his career, Sammy worked as lead advisor at B&D Advisors, an investment advisory firm run by the estate planning group at the law firm of Bowditch & Dewey, where he drafted estate planning documents, conducted tax research, and worked closely with a robust trust department in addition to his financial planning and investment respo
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Sammy Azzouz I basically don't fight it and just wait until my thoughts are organized and I feel like getting back into whatever writing project I was working on. …moreI basically don't fight it and just wait until my thoughts are organized and I feel like getting back into whatever writing project I was working on. I definitely don't write with any consistent schedule which helps and hurts with writer's block.(less)
Sammy Azzouz It allows you to organize your thoughts and realize things about whatever you were writing that you didn't realize until you put pen to paper (so to s…moreIt allows you to organize your thoughts and realize things about whatever you were writing that you didn't realize until you put pen to paper (so to speak). It's also relaxing. Relaxing may not be the best word, but it definitely has a calming effect.(less)
Average rating: 4.53 · 19 ratings · 7 reviews · 2 distinct works
Beyond the Basics: Maximizi...

4.50 avg rating — 18 ratings2 editions
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Beyond the Basics: Maximizi...

it was amazing 5.00 avg rating — 1 rating
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Wednesday Reading List (6/17/26): Ceasefire, Fear & Greed, and Fixing Social Security

This Week’s Takeaways:The ceasefire has market bulls excited, pointing to the reduced recession risk coming from oil prices dropping, inflation improving overall, and the stock market rally broadening.Gold is tough to value and has historically generated its returns in short windows. If you want to own it, consider a fixed position in your portfolio versus trading it.Bull and bear markets don’t ch Read more of this blog post »
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Published on June 17, 2026 12:54
A Place of Greate...
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The Prague Cemetery
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The Second World War
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read in July 2014
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Sammy Sammy said: " This is an excellent book about World War II. I have read others, notably the more famous book by John Keegan, and they pale in comparison. It is organized well, written well, and provides the right amount of detail. It is not an easy read at 783 pag ...more "

 

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