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 worksSimilar authors
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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This Week’s Takeaways:Consumer spending may be cut back as consumer confidence has plummeted in the last year due to concerns over the labor market and prices.Nationally home price increases have stalled out, and in 35% of the nation’s largest housing markets, prices are declining. Inventory continues to bolster markets in the Northeast and Midwest.A tariff study shows that fears over inflation wi Read more of this blog post »
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Published on November 26, 2025 07:33
The Kite Runner
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by Khaled Hosseini (Goodreads Author)
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Captive Paradise:...
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The Second World War
Sammy rated a book really liked it
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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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The Kite Runner by Khaled Hosseini
The Kite Runner
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The Zorg by Siddharth Kara
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Captive Paradise by James L. Haley
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Leave the Gun, Take the Cannoli by Mark Seal
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The Cardinal by Alison Weir
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1929 by Andrew Ross Sorkin
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The Cardinal by Alison Weir
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The Widow by John Grisham
The Widow
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The Second World War by Antony Beevor
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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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Armageddon by Max Hastings
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