Sam Shukla

  • Financial Services Representative

As a Financial Services Representative, Sam helps his clients with their protection and investment needs. Whether that’s providing education and guidance with determining the right amount of insurance and helping them select the best solutions for their situation or helping them invest and save for their future, he acts as a resource helping them build sound financial strategies to put them in the best position to attain their financial goals. 

With 18 years in the industry as a Financial Services Representative, Sam serves as a resource, enabling his clients to manage potential risk and loss by purchasing life insurance coverage that will protect them and their family if the unexpected occurs. Working one on one with clients to determine their needs, he provides information and education on various insurance programs and policies then offers recommendations and overall guidance. His expertise lies in variable products like defined benefits plans, mutual funds, exchange traded funds, and retirement plans. Sam holds his Series 6 and 63 licenses.
Sam graduated from Bihar College with a Bachelor of Science degree in Engineering and also obtained his MBA in Finance at Fairleigh Dickinson University. He currently resides in Old Westbury, NY with his spouse of 45 years. He has a son and daughter who both work in the financial industry as well. In his free time, he loves to read, write, listen to music and spend quality time with his grandchildren.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.