Santa Barbara II Chapter: Coming Soon!

For questions, please contact the Santa Barbara II Chapter Head, Samantha Sennett, below. 


 

Samantha Sennett | Wealth Manager

AMERIFLEX FINANCIAL SERVICES | www.AMERIFLEX.com
SAMANTHA.SENNETT@AMERIFLEX.COM | (805) 252-8520

About: Helping others achieve their financial goals is practically in Samantha's DNA. A fifth generation financial advisor, Sam learned the craft from her father and business partner George G. Sennett. Partnering with small business owners, families growing their assets and individuals approaching or thriving in retirement, Sam has come to deeply value and appreciate the lifelong bonds that have formed as she and her clients have tied their financial growth and success together. When asked what she enjoys most about financial planning, Sam explains, "While clients may have similar goals such as retiring comfortably without outliving their assets or consciously developing a plan to save for a child's higher education, each solution is as unique and varied as each client's personality, family and background - I have so much respect and admiration for amazing clients! I deeply value the trust that develops from getting to know my clients and their families on a personal level."

Specialties: Sam brings over 22 years of experience and expertise in the areas of employee benefits, estate planning, and financial planning. A graduate of UC Davis, Sam obtained her Bachelor of Arts in American Studies. Through the UC Santa Barbara Extension Program, she went on to obtain her CFP© Certified Financial Planner™ Professional designation in 2004. Sam holds the Series 6 and 63 FINRA securities licenses in addition to her California Life and Health Insurance License.

Quote: "I've come to believe that each of us has a personal calling that's as unique as a fingerprint - and that the best way to succeed is to discover what you love and then find a way to offer it to others in the form of service, working hard, and also allowing the energy of the universe to lead you." - Oprah Winfrey

Connect: Contact Samantha at Samantha.Sennett@AmeriFlex.com or at (805) 252-8520, or visit her website below!

 

656 Aurora Avenue, Santa Barbara, CA 93109 | (805) 957-9643 | Securities and Advisory services offered through SagePoint Financial Inc., member FINRA/SIPC. Insurance services offered through AmeriFlex Financial Services not affiliated with SagePoint Financial Inc. Additional services referenced are not provided by SagePoint Financial. Listed Entities not affiliated.