Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Brea, CA #4923!

As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.

AFEA specializes in providing high-level financial education classes and events at establishments of all types:Libraries | Universities, Colleges, Junior Colleges | Businesses | Nonprofit and Fundraising OrganizationsClass offerings include: 

A Guide to 401k Rollovers ♦ The ABCD’s of Medicare ♦ Advanced Estate Planning ♦ An Introduction to Annuities ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan 

We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community. 

Thank you for visiting your local Chapter’s website; we look forward to seeing you in a class soon!

Samuel Soler-Conklin earned his undergraduate in business from California State University San Bernardino and his Master of Arts in Management from Azusa Pacific University. He is an experienced investment professional that specializes in all areas of financial and estate strategies and asset allocation. Samuel has focused on helping his clients—individuals, families, and small businesses—address their specific financial goals and objectives. 

Samuel holds his Series 7 registration through LPL Financial and 66 through LPL and Householder Group Estate and Retirement Specialist. He is also licensed through the state of California for life, accident & health insurance. With Samuel’s considerable experience, education, and training, he develops comprehensive financial strategies for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, as well as estate and risk management strategies. 

Samuel has partnered with Householder Group because they share his dedication to the same goals and objectives he believes are necessary to achieve successful outcomes for his clients with integrity and transparency – namely, that the clients’ needs come first and foremost. Like Householder Group, Samuel’s focus is on developing and implementing tax strategies and estate-planning techniques endeavoring to reduce income and estate taxes for his clients. In addition, Samuel is able to leverage the availability of sophisticated investment strategies that enable him to focus on capital preservation and multi-generational wealth preparation for his clients. Samuel offers a depth of knowledge in many of the critical areas of the financial landscape and he has the experience, education, and vital tools necessary to help his clients design and implement a strategic plan to pursue their individual financial goals. 

Samuel is a native of Southern California and he enjoys the great outdoors in many ways including hiking, camping, and snowboarding. Samuel enjoys traveling and going on excursions just for the local cuisine. He has a passion for experiencing new recipes and recreating them in his home kitchen as somewhat of an amateur chef. You might run into him at a local eatery on the weekends!