Samee Aboubakare: Wealth Manager

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Samee Aboubakare: Wealth Manager Providing life-centered financial strategies for busy professionals. Member FINRA/SIPC. finra.org sipc.org.

Samee Aboubakare is a Wealth Manager committed to guiding individuals toward financial freedom. As a young father establishing his own household, he understands firsthand the balance between life’s complexities and financial priorities. Before joining Sporos Wealth Management, Samee worked as an equity research analyst at a prominent family office in New York, developing a deep foundation in fundamental analysis and disciplined financial management. His experience at a fast-paced crypto startup also places him at the forefront of innovation, giving him valuable insight into emerging technologies and their potential impact on modern financial planning. Samee finds fulfillment in serving his local church community and enjoys spending time with his wife and two daughters. Whether helping clients with investment strategies, retirement planning, or holistic wealth management, he is dedicated to providing thoughtful, personalized guidance that aligns each client’s financial strategy with their goals and values. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

You picked the higher yield. That doesn't mean you picked the better bond.A 4% municipal bond can outperform a 5.5% taxa...
10/08/2026

You picked the higher yield. That doesn't mean you picked the better bond.

A 4% municipal bond can outperform a 5.5% taxable bond once your bracket enters the picture. At a combined federal and state rate near 50%, that 5.5% yield shrinks to roughly 2.7% after tax. The muni's 4% stays whole. That's the math behind tax-equivalent yield, and it's the only number worth comparing.

Swipe through and I'll show you how to run it yourself.

Link in bio for a free call.



For educational purposes only. Not financial or tax advice. Consult a qualified advisor before making any decisions. Samee Aboubakare is an investment adviser representative with LPL Financial.

10/07/2026

A 4% bond can pay you more than a 5.5% bond. Same dollars, same day.

The yield printed on a bond is only the starting number. At 37% federal plus California, what survives taxes changes the ranking completely, and there's a 10-second formula that shows it.

Where it shows up most: the bonus and vest cash sitting in a taxable account earning a headline yield.

Before you park the next vest, run that 1 division.

Municipal bond income may be subject to state and local taxes and the alternative minimum tax.

This content is for educational purposes only and does not constitute financial advice. Past results are hypothetical and for illustration only. Sporos Wealth Management is a registered investment advisor.

A big check lands and suddenly the pressure to "not mess this up" is louder than any advice you've heard.I get it. But s...
10/06/2026

A big check lands and suddenly the pressure to "not mess this up" is louder than any advice you've heard.

I get it. But sitting on cash while you wait for the "right moment" has a real cost. Historically, putting the full amount to work on day one beats spreading it out about 2 out of 3 times. Not because timing is easy, but because markets climb more than they fall. The smarter question is whether you can stomach a short-term drop without bailing. If you can, the math is on your side. If you can't, a slower approach buys you discipline worth more than the difference.

Swipe to find out which strategy fits you.



For educational purposes only. Not financial or tax advice. Consult a qualified advisor before making any decisions. Samee Aboubakare is an investment adviser representative with LPL Financial.

10/05/2026

A big check just landed: bonus, RSU vest, rollover. Every instinct says ease it in slowly. Feels safer.

The historical data disagrees more often than you'd guess, and the honest exception has nothing to do with math.

Save this for your next windfall.

This content is for educational purposes only and does not constitute financial advice. Past results are hypothetical and for illustration only. Sporos Wealth Management is a registered investment advisor.

You work hard, build real wealth, and somehow still feel like you're losing.That feeling isn't a math problem. It's a sc...
10/03/2026

You work hard, build real wealth, and somehow still feel like you're losing.

That feeling isn't a math problem. It's a scoreboard problem. The scoreboard has no finish line. $4M feels small next to $20M. $20M feels small next to $100M. There's always a bigger number, so there's always a reason to feel behind.

Money is a tool, not a score. The question worth asking is what you're actually building with it.

Swipe through. It's worth the two minutes.

Send this to someone who needs it.



For educational purposes only. Not financial or tax advice. Consult a qualified advisor before making any decisions. Samee Aboubakare is an investment adviser representative with LPL Financial.

10/02/2026

I've met people with $4M who genuinely feel behind, usually because someone they know just sold a company for $20M.

The trap has a name, and the way out is 3 questions that have nothing to do with the balance.

Send this to somebody who needs the reminder.

Dollar figures are illustrative only.

This content is for educational purposes only and does not constitute financial advice. Past results are hypothetical and for illustration only. Sporos Wealth Management is a registered investment advisor.

A red day in your portfolio can actually work in your favor. Most people scroll past the loss and wait for it to recover...
10/01/2026

A red day in your portfolio can actually work in your favor. Most people scroll past the loss and wait for it to recover. But that dip is a real tax opportunity, and it has a 30-day window before it closes on you.

Tax-loss harvesting lets you sell a losing position, offset gains or up to $3K of regular income, and stay invested by moving into something similar. The wash-sale rule is the part that catches people off guard. Swipe through and I break it all down step by step.

Save this for when you need it.



For educational purposes only. Not financial or tax advice. Consult a qualified advisor before making any decisions. Samee Aboubakare is an investment adviser representative with LPL Financial.

09/30/2026

Some of the best tax moves only show up when your portfolio is down. Most people stare at the red number and miss the window completely.

The move has a name, a $3K bonus feature, and 1 rule that disqualifies people who almost got it right.

Save this for the next red day.

This content is for educational purposes only and does not constitute financial advice. Past results are hypothetical and for illustration only. Sporos Wealth Management is a registered investment advisor.

09/28/2026

2 people, almost the same amount saved. Call it $1.5M each (illustrative). One is calm about retirement. The other can't sleep. The difference isn't the number.

It's whether anyone is running the play:
→ Investments, taxes, Social Security timing, withdrawal order, the estate
→ 5 moving pieces, and for most people they live in 5 separate places with nobody connecting them

"Not enough" is rarely a small balance. It's the feeling that no one is quarterbacking the whole thing. When one strategy ties the pieces together, the same balance that felt scary starts to feel like plenty.

Enough was never just a number. It's a plan, and someone running it.

This content is for educational purposes only and does not constitute financial advice. Past results are hypothetical and for illustration only. Sporos Wealth Management is a registered investment advisor.

You work hard for your money. Spending some of it on a car you love is not wrong.But most people never run the actual nu...
09/26/2026

You work hard for your money. Spending some of it on a car you love is not wrong.

But most people never run the actual number. A $60K car every 4 years versus a solid car kept 12, with the difference invested at a hypothetical 8%, can open a gap that passes $1M over a career. That is not a small thing. Cars are where lifestyle inflation hides because it never feels like a decision. It just feels like the next car.

Swipe to see the math laid out simply.

Send this to someone who needs it.



For educational purposes only. Not financial or tax advice. Consult a qualified advisor before making any decisions. Samee Aboubakare is an investment adviser representative with LPL Financial.

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Huntington Beach, CA
92647

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