-min.jpg){kind=spacer}
Samantha has worked in the financial services industry for over 15 years. She works with individuals and their families on aligning their investments with their goals and values, then implementing clear strategies and steps. She specializes in helping high earners minimize their taxable income and providing those who are 5–10 years away from retirement with a high-touch approach to tracking their progress towards this milestone and beyond.
Series 65, 2009
CERTIFIED FINANCIAL PLANNER™ Professional, 2010
Sub-comittee Chair for Girls Inc. Orange County, Former Board Member of Financial Planning Association of the State of California and Orange County, Former Co-chair for the Communications Committee of the National Association of Women Business Owners Orange County
“In one word, working on my financial plan with my advisor makes me feel ‘powerful.’”
Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or a similar experience or services. No compensation was provided for these testimonials.
.svg)
We’re obligated to put your interests ahead of our own. We’ll never over-trade your account to generate fees for us or sell you proprietary products that would have you pay us twice.
.svg)
You’ll have a highly personalized, tax-aware portfolio designed for your goals and values — not some model portfolio that every client gets.
As the experts in building and managing women’s wealth, Ellevest was founded to help women build wealth and achieve financial success.
.svg)
We can align your investments with your values without sacrificing returns by investing in our impact portfolios and other alternative investments.
Our services don’t end with investments. Want to see exactly where your dollars are going? Check out your custom impact report. Want to vote on your shares with one click? Enroll in our proxy voting services. We’ve got you covered.
