Samantha Sennett
Wealth Advisor Cfp, Bfatm, Cpfa @The Ameriflex Group
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WORK HISTORY
Wealth Advisor Cfp, Bfatm, Cpfa @The Ameriflex Group
Santa Barbara, CA, US
I enjoy helping clients achieve their preferred outcomes during the transitional events in their lives such as retirement, inheritance, birth of a child, change in marital status, employment change or business growth. Securities and advisory services offered through SagePoint Financial, Inc, member FINRA/SIPC. Insurance services offered through AmeriFlex® Financial Services, which is not affiliated with SagePoint Financial, Inc.
EDUCATION
University of California, Davis
Bachelor of Arts - BA, American Studies
UCSB Extension
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
ABOUT SAMANTHA SENNETT
At AmeriFlex®, we believe in engaging our clients throughout the wealth management…
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