Sameer S. Somal, CFA, CFP, CAIA

Mr. Sameer S. Somal is the Managing Director of Institutional Education at iPlan Education. Mr. Somal develops practical education programs that help today’s students become tomorrow’s leaders. Mr. 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. As part of the Investment Strategy Group at The Bank of Nova Scotia, Mr. Somal actively contributed to the firm’s white paper and institutional business development efforts. He delivered keynote presentations and fostered education partnerships nationally. His fiduciary responsibility at Ernst & Young and Advisor Compliance Associates include helping asset management and alternative investment companies adapt to Sarbanes-Oxley. Mr. Somal is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM. Mr. Somal serves on the Board of Directors of the Philadelphia/Tri-State Financial Planning Association (FPA) and is a member of the audit committee. Mr. Somal is chair of the 2013 FPA Diversity Scholarship Committee, and is a member of the both the 2013 FPA Experience Conference Task Force and the FPA National Diversity Committee. He and is an active member of the CFA Institute and serves as a senior financial services leader on industry roundtable and panel discussions. A steward of career development, Mr. Somal guest lectures at Universities on financial planning, portfolio management, and leadership. He earned his B.S. in Finance and Accounting from Georgetown University and is a 2012 FPA Diversity Scholar.