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Sam Shmaya

Sam Shmaya

Financial Representative

Sam Shmaya is a Financial Representative with Planning Alliance. He focuses his emerging practice on working with professionals in the real estate and construction industries. His goal is to empower others to utilize strategies to help them avoid the financial hardship his family experienced through childhood. 

Sam joined the firm in 2022. Before coming to Planning Alliance, Sam worked as a Commercial Loan Officer and Project Manager with DCON Renovation. At DCON Renovation, he founded the Green Initiative Program, which planted trees to replenish the ecosystem with wood resources used on projects. He has also worked within the mental health and special needs communities.  

Sam earned his Bachelor of Science in Business Administration and Management from Yeshiva University in 2021. His commitment to philanthropy began at Yeshiva University where he was Co-President of the Blood Drive Club. Additionally, he assisted on the Covid Task Force and volunteered in Emergency Management Services (EMS). 

Sam loves to travel, multiculturism, helping animals, attending networking events, and spending time with friends and family.


Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian.

CA Insurance License Number - 4236978.