CA License #0G46230

For over 25 years, Sam Mikhail has been helping families make smarter financial decisions. As a Certified College Funding Specialist® and Master Trainer with the Association of Certified College Funding Specialists, Sam is recognized as a national expert in guiding parents through the complex world of paying for college while protecting their overall financial future.

Sam’s approach goes far beyond filling out financial aid forms. Drawing on his background in audit, tax, and higher-education funding, he helps families legally and strategically position their assets to:

• Maximize eligibility for financial aid
• Reduce out-of-pocket college costs
• Protect retirement savings and long-term wealth
• Create a clear financial roadmap for both college and beyond

Parents who work with Sam often say they feel like a weight has been lifted — because instead of worrying about draining their savings or retirement accounts, they now have a plan they can trust.

Originally from Los Angeles, Sam now lives in Nashville, Tennessee, with his wife Jackie and their children, Madeline and Lucas. Away from work, he’s an avid fisherman, enjoys traveling to ancient historical sites, and loves discovering new culinary adventures.

When you meet with Sam, you’ll quickly see that he combines deep technical knowledge with a genuine passion for helping families make confident decisions about one of the biggest financial investments of their lives — their child’s education.