Samir “Sam” Alame, PhD, CFP® in

Samir “Sam” Alame, PhD, CFP®

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Financial Adviser at Eagle Strategies, LLC
📍 Raleigh, North Carolina, United States

Samir Alame is a Financial Adviser with over 30 years of experience, holding a PhD in Financial and Retirement Planning. He is affiliated with Eagle Strategies and New York Life, where he empowers business owners, families, and retirees to make informed financial decisions through his firm, Financial Literacy, LLC.

Residing in Raleigh, NC, Samir is deeply involved in his community. He volunteers with the American Red Cross and United Way and serves as a mentor for Big Brothers Big Sisters of the Triangle. He is a past president of the Lebanese Club at NC State.

He holds a unique educational background, having completed Masters level coursework in Computer Science at Illinois Institute of Technology before dedicating his career to financial services.

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Experience
36 Years
Current Role
Financial Adviser
Job Level
Leadership
Location
Raleigh, North Carolina, United States
Personality Overview

How Samir shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Samir cares about

Business Succession
Frequently posts about the importance of buy-sell agreements for ensuring a smooth transition for business owners and securing their family's finances.
Financial Literacy
Founded Financial Literacy, LLC in 1990 with a mission to provide clients with the knowledge and education needed to make wise financial decisions.
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Career

Work history

2014
Financial Adviser
Eagle Strategies, LLC
1990
Founder
Financial Literacy, LLC
1990
Agent
New York Life Insurance Company
In the press

Media appearances

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Education
Completed all courses of Masters of Science in Computer Science
Illinois Institute of Technology
Bachelor’s Degree in Computer Science
Lebanese American University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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