About Samita

Living the American Dream:

• Born in Thailand
• Moved to U.S. at age 16
• Learned English, earned college scholarship, graduated with Honors
• Passion for investment education, and combining technology and human advice to deliver it

Experienced traditional Wall Street…then ran the other way:

• Top performer for a major retirement services company
• Traded in sales career path to help educate financial advisors and investors at ETFPortfolios.com
• Rob’s top lieutenant and professional mentee
• Co-Founder and educational content director of ETFPortfolios.com
• Head trader

• Active member of Broward International Women’s Club
• Best friend of Gypsy, a 7-year-old German Shepherd
• Still prefers spicy food her native country is famous for

Samita Thephasit is the lead Financial Advisor at ETFPortfolios.com (aka Sungarden Investment Management), where she services both individual and professional investors and helps them apply our research and models to their portfolios. Samita creates all educational content on ETFPortfolios.com by translating Rob’s 30 years of experience into videos.

Samita moved to the United States from Thailand when she was 16 years old with little English. Like many teenagers in her situation, Samita had a rough time adjusting to the new country where food is not as spicy as she was used to. But with the help of wonderful teachers and support from her family, she received a scholarship from Broward College upon high school graduation. She went on to receive another scholarship from Florida International University’s Honors College, where she graduated with High Honors in Finance in 2017. Although Samita speaks English fluently now, she still speaks Thai to her parents daily.

Samita worked for AIG Retirement Services for 2 years where she serviced Broward County Public School employees to help them understand their retirement program and reach their financial goals. She became a top 10 Financial Enrollment Advisor in the company in her second year before she took on a role with us. Samita decided to study finance after realizing her mother was not financial prepared for many situations in her life and want her family to break the cycle. She currently holds a Series 65, and Florida 2-15 license.  

Samita enjoys cooking and expanding her culinary horizon by trying new dishes and learning new recipes. She spends her free time with her loyal companion, Gypsy, a 7-year old German Shepherd.