About

The moral of the story is: life insurance isn’t
about what happens when you’re gone, it’s
about what’s possible while
you’re here.

The Story Behind Our Success.

Once upon a time, I was deep in the world of banking and business learning the ropes of finance, helping people manage their money, and building my own foundation as an entrepreneur. 

And every day, I worked with people who had big dreams, but little protection for those dreams. I saw families struggling with unexpected losses, business owners uncertain about the future, and individuals working hard with no long-term plan in place. 

Until one day, I realized I could do more than manage money I could help protect it. I could guide people toward security, peace of mind, and even financial freedom through something many overlook: life insurance. 


And because of that, I started Sammy’s Financial. 

And because of that, I got licensed in five key states, California, Arizona, Texas, Florida, and Hawaii to help more people in more places. 

And because of that, I made it my mission to do things differently. Not just sell policies, but build long-term relationships, serving families, business owners and individuals who want to create lasting legacies. 

Until finally, I found myself doing the most meaningful work of my career educating, protecting, and empowering clients every step of the way. 

And since that day, every conversation, every policy, and every plan I build is centered on one thing: adding real value to real lives.

Our Mission at Sammy’s Financial

To provide more than just life insurance to build long-term, trusted relationships that empower individuals, families, and business owners to achieve financial freedom and peace of mind. We believe life insurance is not just about protection It’s about creating possibility, preserving legacy, and giving people the confidence to live fully today, knowing their future is secure.

My Philosophy

TrUST FIRST

We act as fiduciaries, putting your interests above all else.

Strategic Focus

Every decision is made with your long-term vision in mind.

Legacy Mindset

We help you plan for today and for generations to come.

“I started Sammys Financial with a clear mission, to empower people to make confident, informed decisions about their future. We’re here to listen, guide and build legacies together.”

Meet the Founder.

Sammy Elbanna 
Founder & Lead Financial Strategist, Sammys Financial

I’m the founder of Sammy’s Financial. I started this firm because I believe everyone deserves financial strategies that are clear, protective and tailored not cookie cutter advice or high risk guesses.

Who Am I

I’m a licensed financial professional with a background in banking and education. I hold licenses in multiple states including California, Texas, Florida, Arizona, and Hawaii. Before entering the financial services industry, I spent four years in banking and earned a Master’s degree that sharpened my ability to explain complex ideas in simple, actionable ways.

What I Do

I work with individuals, families, and small business owners to secure their financial future. I specialize in:

 

  • Tax-advantaged solutions
  • Protection from market downturns

 


I don’t just talk about building wealth, 


I help you structure it, preserve it, and pass it on.

Why I Do It?

My mission is to help people feel confident about their financial decisions, even in uncertain times. I’ve seen too many families rely on luck instead of a plan so I’m committed to making financial education and smart planning more accessible.

Who I Learn From?

I’m honored to work under the mentorship of Maram K. Alaiwat, CEP®, a Certified Estate Planner and Investment Advisor. Her decades of experience in retirement and legacy planning shape every strategy I develop with care, precision, and long-term vision.

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