Our Values

Experience

Having a financial services foundation built on exhaustive training and ongoing continuing education is important but there is no substitute for practical experience.  Having helped clients navigate their financial lives in eight different decades, we at Sells Financial Services, Inc. bring real life experience to the table with each client encounter.  Experience from having seen tax laws and tax rates change, experience from witnessing the accelerating pace of regulatory change, experience from having to help business owners survive and thrive in myriad economic cycles, our experience is an invaluable asset that leads to superior planning outcomes and peace of mind for our clients.

Trust

We know that you are bombarded daily with advertisements in many forms from those seeking to assist you with important decisions about your money.  It is difficult to know who you can trust. Furthermore you don’t have the time or energy to research all of the choices you have to figure out who you want to work with and who you can trust.  We have been helping our clients since the 1950’s with some of the most important and personal decisions that they will ever make in their life. We have never advertised. Our practice has grown and is built on word of mouth.  We treat each client engagement as if we were doing work for a member of our family and have as our goal, every time, to put ourselves in the shoes of our client and base our recommendations on what we would have done our self.

Flexibility

It has been said that the only constant in life is change.  We see this every day in our practice. From the change that a business owner experiences as she attempts to grow her profits or perhaps expand to a new geographic location, to the change brought about by an unexpected deterioration in health or unforeseen family crisis change is inevitable and sound financial planning must recognize and account for this.  Because of this, and because of our experience, we build flexibility and adaptability into everything that we do. We believe that having a plan is important, but even more important is having a plan that can change and adapt when life happens.

Sam Sells, Founder

Sam Sells began working in the field of financial planning while still a student at the University of Houston on a basketball scholarship. Upon graduation in 1958, he started his own company.

In 1960 Sam joined a major life insurance company, working closely with the Vice President. In this capacity, he assisted with human relations responsibilities across the country. He was eventually sent to San Jose, California, to develop business in California, Oregon, Washington, Arizona, Nevada, and Utah.

In 1967, Sam founded Sells Financial and was an early pioneer of some of the first defined benefit pension plans for professional corporations in the country. He has been on the board of numerous religious and philanthropic organizations and has represented several large insurance companies as national sales leader.

Perhaps his greatest joy has been his interactions with his four children including coaching them in baseball, basketball, and soccer. He has been married to his wife Shirley for 60 years. Together they share 14 grandchildren.

Stan Sells, President

As Sam’s oldest son, Stan was destined to join Sells Financial from a young age.  In high school Stan spent his summers helping in the practice in varying capacities and then went on to get his business degree from Cal Poly San Luis Obispo and an International Concentration in business administration from the University of Copenhagen in Denmark.  Upon his return from overseas Stan joined Sam full time in 1987 focusing on advanced planning.

With a passion for ongoing continuing education, Stan remains at the top of his field in the financial areas in which he specializes.  A skilled speaker and presenter, Stan is often requested to present and lead training sessions for his peers and enjoys his opportunities to share his knowledge with clients and others seeking solutions to their complex planning challenges.

In his spare time, Stan and his wife of 25 years enjoy spending quality time with their four children, watching them participate in their various school, athletic, and church activities.  With a life-long love of food, Stan enjoys cooking and gets great joy out of preparing dishes for friends and family.

Tony Khurana, Service Representative

Tony’s educational background is in Business and Commerce. However, the artistic streak in him ensures that both sides of his brain are in use. Tony is a licensed Life and Health Insurance Agent.  This background makes him well suited to represent our organization. He makes sure the office is running smoothly and takes care of our clients’ service needs.