ABOUT SAM W. GiRGIS, MBM

Sam W. Girgis has a Master’s in Business and has a diversity of experience in the Financial Services Industry. Starting as an Account Executive in the Residential Mortgage Business in 2004, he worked diligently with Real Estate Brokers to provide the best Refinance and Purchase options for his Clients and Customers. Sam was also heavily involved at First Mortgage Corporation, where he was very adept and timely at developing, maintaining, and nurturing Customer Relationships as a Loan Officer during the economic recession, assisting in loan modification plans helping customers during tough financial times. Sam has a broad knowledge base of the Financial Sector establishing Long-Term Relationships where he offers Exceptional Customer Service.  
 

Sam has a variety of experience in Customer Relations working in the Insurance Business at Farmers Insurance and Genpact Mortgage Services where he grew company revenue through exceptional follow-ups, hearing the concerns of customers, and providing accurate and sound solutions.  
 

One of Sam’s greatest financial achievements was at Pacific Western Bank, where he was a Commercial Loan Clerk aiding in Financial Statement Analysis, Loan Funding, and Processing, as well as Underwriting, new and existing Small Business, SBA, and Commercial Loans. There he developed knowledge of economic applications, forecasts, and economic cycles in the Real Estate and Commercial Real Estate Industries. While there, he also developed a precise understanding of the Stocks, Bonds, and Mutual Funds Index and Investment Markets.
 

Sam interned at Merrill Lynch, and held Call Support and Administrative Positions at Wise Steward Corporation where he not only utilized his knowledge to assess Stock ticker symbols, but also help his companies reach larger growth in revenue and lower their expenses. He has been a valuable asset in every venture he has been a part of, but more importantly, however, he has built a robust foundation in Relationship-Management with his Customers.

Sam brings specific solutions to each Specific Individual and Specific Couple Based on Budgeting, Income Streams and Expenses, Incoming Cash-Flow, and the Whole Financial Picture to determine: Personal Financial Statement Analysis, Mathematical Financial Forecasts, Best Goal-Setting Approaches to Eliminating Debt, Building Savings, Cash Envelope Utilization, and More.

Sam received his Financial Coaching Certification in the Financial Coach Master Training program through Ramsey Solutions in 2024.
 

With a Heart of a Teacher, Sam can help you achieve your Financial Goals!
 

Book your Free 30-Minute Initial Consultation Today.