Sameer S. Sarmast

SVP, ESG Investments
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Areas of Expertise

Goal Alignment
Asset Allocation
Retirement Planning
Estate Planning
Tuition Planning

Qualifications & Experience

  • BS in Finance with MIS Concentration, Rutgers University
  • MS in Leadership from Northeastern University
  • FINRA Series 7 and 66, Certificate in Financial Planning from New York University
  • Fluent in Urdu and Hindi

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Words to Live By

If you want to go fast, go alone. If you want to go far, go together.
African Proverb

Client Experience Professionals

Team Members

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About

With nearly two decades of experience in delivering the highest quality wealth management solutions, Sameer’s personal approach focuses on understanding and meeting the unique needs and goals of each individual client (and their family). Sameer builds relationships with his clients that are based on trust, transparency, and open communication. And he has developed particular expertise in helping clients align their values with their investments through ESG and Halal-centered solutions.

Prior to joining Farther, Sameer founded the Wealth Management Group at Saturna Capital to offer financial planning and managed accounts. He previously also held Vice President and Private Client Advisor roles at J.P. Morgan, where he managed investments for affluent clients based in New York.

Sameer was born and raised in Bergen County, NJ, where he currently resides with his family. He enjoys traveling, exploring new restaurants, and staying active – whether it’s working out at the gym, playing golf, or on the basketball court.