Samee Aboubakare: Wealth Manager

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 funda

mental 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.

05/07/2026

Give $5K/year to charity but take the standard deduction? You’re getting zero tax benefit. Bunch 3 years ($15K) into one year, itemize, and save roughly $1,600.

Same giving. Smarter timing.

Save this for when you need 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.

financialadvisor wealthbuilding sporoswealth taxtips

05/06/2026

Your employer might be offering a 15% return and you’re saying no.

ESPP: put in $5K, get ~$5,882 in stock. Sell immediately = ~15% return in 6 months. That’s 30% annualized.

Over 5 years = $4,400+ in gains with minimal downside if you sell on purchase day.

If your employer offers an ESPP, go sign up today.

wealthbuilding HENRY

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.

05/05/2026

New baby? Before the college fund, get life insurance and update your will. A judge shouldn’t decide who raises your child.

Hit follow if you want more like this.

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.

parentingtips willsandestates sporoswealth

05/04/2026

Where you save for college matters just as much as how much you save. The wrong account could cost your family $60K in lost financial aid.

Bookmark this one. You’ll come back to 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.

wealthmanagement collegeplanning sporoswealth

05/03/2026

First real job? The next 90 days matter more than you think. Four moves that put you ahead of 90% of your peers.

Follow along for daily financial insights.

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.

05/02/2026

I’ve worked with people making $150K with $2,000 in savings. And people making $60K quietly building wealth.

The difference has nothing to do with income.

You make good money. But where is it all going? You know you should be doing more. You keep saying “next month.”

That’s not a money problem. It’s a plan problem. Without a system, lifestyle creep wins every time.

Share this with someone who makes good money but still feels stuck. Link in bio.

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.

05/01/2026

You’ve been telling yourself you can’t afford a house. You might be wrong. Most first-time buyers overestimate what they need. Let’s look at your real numbers. Link in bio.

04/30/2026

If you own mutual funds in a taxable brokerage account, you’re paying taxes you don’t have to.

Every December, mutual funds pass their realized capital gains straight to shareholders as a taxable distribution. Doesn’t matter if you sold. Doesn’t matter if the fund was down that year. You still get the tax bill.

ETFs handle this differently. Through in-kind creation and redemption, they mostly avoid generating taxable capital gains at the fund level. You pay taxes when YOU sell. Not on a schedule set by a fund manager.

Rule of thumb:
→ Taxable brokerage account = ETFs
→ 401(k), IRA, Roth = mutual funds are fine (tax is deferred anyway)

Save this for the next time you’re picking a fund in a taxable account.

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.

04/29/2026

The most important retirement question isn’t “how much do I need?” It’s “what am I retiring to?”

Purpose doesn’t just happen. You have to build it.

04/28/2026

Having too much cash in savings isn’t ‘being safe.’ It’s leaving $27K on the table over 10 years. Keep your emergency fund. Invest the rest.

Address

17011 Beach Boulevard, Ste 565
Huntington Beach, CA
92647

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