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Sammy Azzouz

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Born
in Boston, The United States
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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 · 8 reviews · 2 distinct works
Beyond the Basics: Maximizi...

4.50 avg rating — 18 ratings — 2 editions
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Beyond the Basics: Maximizi...

it was amazing 5.00 avg rating — 1 rating
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Your Money This Week (9/25/2026): How to Invest When the Economy Sends Mixed Signals

In Your Money This Week, I’m digging into a listener question that came out of last week’s episode: Is the economy really strong, or are we looking at the wrong data—or not being skeptical enough about it—while a strong stock market distracts us from trouble ahead?

There are really three questions: What does the data say? Can we trust it? And what, if anything, should investors do about it?

Looking

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Published on September 26, 2026 09:51
The Fate of the D...
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What We Can Know
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by Ian McEwan (Goodreads Author)
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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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