Financial Consultant/Financial Wellness Coach
Credit Cards, Debt, Financial Planning, Investing, Loans - Student, Personal Finance, Retirement, Taxes (Personal), Trading
- Member of Investopedia's Financial Review Board
- Current CFP® professional and in good standing with CFP Board.
- Has had experience and success in various client-driven roles such as Trading, Relationship Management, and Financial Consulting.
- Transitioned into a virtual remote functionality and provided over 300 individual financial counseling sessions and over half a dozen virtual webinars.
Samantha currently works with employees from non-profit and higher education organizations. Her day to day is filled with 1-on-1 conversations about 401ks/403bs, ERISA guidelines, IRAs, student loans, tracking spending, creating budgets, debt repayment strategies, pretax/Roth contributions/savings and other non-retirement saving options/vehicles.
She has previous experience at firms such as TD Ameritrade, Janney Montgomery Scott, and Vanguard where her experience ranged from RIA relationship management, fixed income sales and trading, fund management, and brokerage operations.
Samantha completed her undergraduate degree at Temple University where she majored in Economics and received a minor in Business. Outside of being a CFP® professional, she is a FINRA Series 7 and 63 licensed holder, State of California Life, Accident, and Health Insurance Licensed Agent, and CFA Level 2 Candidate.