Sammy Azzouz

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Sammy Azzouz

Goodreads Author


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

If you’ve filed your taxes already or are on extension and have been reviewing your numbers, take this opportunity to improve your finances with help from two articles this week. Read why underspending in retirement is an understated risk and how you can avoid it. See why analysts aren’t concerned with the consumer, market, and overall economy despite sentiment being so poor.

This Week’s Takeaways: Read more of this blog post »
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Published on April 22, 2026 14:48
The Prague Cemetery
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The Satanic Verses
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Moby Dick: The Or...
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