Samantha Bakke
Executive Director L Wealth Management @One Capital Management, Llc
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WORK HISTORY
Executive Director L Wealth Management @One Capital Management, Llc
Chico, CA, US
Wealth planning.
EDUCATION
California State University, Chico
Bachelor of Arts - BA, Business Administration and Management, General
Pepperdine University
Certified Financial Planning
ABOUT SAMANTHA BAKKE
I work with families, individuals and businesses to create a financial plan for success. Looking at where we are now, what goals we have along the way, and our end result for our estate. With the right education, tools, and recommendations I can help you become financially successful. As a CFP I am also currently licensed with my series 7 & 66 with over 15 years of experience in the financial industry. My focus is investment consulting, advanced planning, and relationship management. This helps the families I work with:1) Make smart decisions with their money2) Mitigate Taxes3) Take care of their Heirs4) Protect current and future assets 5) Magnify charitable gifts This information is intended for use by residents of California only. CA Insurance License Number 0H08292
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