Sameer S. Somal


Sameer S. Somal

(CFO at Blue Ocean Global Wealth)


Sameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. Sameer is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM. Sameer serves on the Financial Planning Association (FPA) National Diversity Committee and the Board of Directors of the Philadelphia/Tri-State chatper. A senior financial services leader on industry roundtable and panel discussions, Sameer serves on CFP Board’s Council on Education and is a Women’s Initiative (WIN) Advocate. He is also an active member at CFA Institute and a Board Advisor at the iPlan Education Institute in New Delhi, India. A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is a frequent speaker on the empowerment of women, technology, diversity, retirement, investing, financial planning, entrepreneurship, and leadership. He is a graduate of Georgetown University and a 2012 FPA Diversity Scholar.

Sameer’s mantra is “The man (or woman) who doesn’t read good books has no advantage over the man (or woman) who cannot read” (Mark Twain).