Samantha Kennedy
Financial planning that moves with your life - Guiding professionals and families through life transitions with clarity and confidence
- Role
- Wealth Advisor at Composition Wealth
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Samantha Kennedy
At the age of three, I was adopted from China to a loving family after being malnourished, with little stability, and fending for myself to survive. When I look back, I realize that my journey has taken me from not knowing where the next meal would come from to supporting others in planning for the future through my role as a financial advisor.That early uncertainty shaped everything about how I approach my work today: With deep compassion for people navigating the unknown and an unwavering commitment to helping them build stability and confidence, no matter where they\'re starting from.Recently, my father was diagnosed with dementia. Watching my family navigate this unexpected transition has deepened my understanding of what it means when life changes in an instant, and why having a solid financial foundation matters so deeply during times of uncertainty. This personal experience reinforces every day why I do this work.Why I Do This WorkLife can change in an instant. A divorce you didn\'t expect. A partner gone too soon. Caretaking suddenly thrust upon you. A future you never planned to navigate alone.I specialize in helping women and individuals who suddenly find themselves single to rebuild clarity, confidence, and control over their financial future. Whether you\'re facing divorce, loss, or a major life transition, you don\'t have to go through it alone or be overwhelmed by the decisions ahead.Financial planning during transition isn\'t just about assets and accounts—it\'s about managing your finances effectively. It\'s about stabilizing the foundation, protecting what matters most, and creating a roadmap that supports both immediate needs and long-term independence. I walk with clients from uncertainty to empowerment, helping them turn fear into informed action and possibility.How I HelpAs a CFP® and CDFA® with experience in comprehensive financial planning and advanced divorce financial analysis, I support clients in the core areas that matter most during transition:• Cash flow clarity and spending confidence• Asset division and financial settlement evaluation• Tax-aware strategy and planning• Investment and risk management• Retirement and income planning• Legacy and estate considerationsBeyond WorkOutside of my practice, I enjoy running, hiking, and exploring the Pacific Northwest with my family. I believe a grounded life supports grounded decisions, and I\'m grateful to call Washington home. It\'s a wonderful place to live.
Experience
Wealth Advisor
Aug 2024 — Present · Seattle, WA, US
Composition Wealth is an independent, registered investment advisory firm. As fiduciaries, we are focused on providing a best-in-class experience, advice, and technology tailored to evolve with you over time so that you can live the story you’ve always envisioned.
Education
Pacific Lutheran University - School of Business
Bachelor of Business Administration (B.B.A.), Finance & Mathematics
2012 — 2015
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