Samantha J. Anderson,  CFP<sup>&reg;</sup> - Financial Advisor

Samantha J. Anderson, CFP®

Wealth Manager

Budros, Ruhlin & Roe, Inc.

1801 Watermark Dr, Ste 300
Columbus, OH 43215
FINANCIAL ADVISOR'S WEBSITE
(614) 481-6900 CONNECT WITH Samantha
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General

Samantha Anderson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Budros, Ruhlin & Roe, Inc. in Columbus, OH and the surrounding communities.

Financial Advisor Overview

Samantha leads her firm’s women’s initiative and was responsible for the launch of Budros, Ruhlin & Roe’s Women in Wealth Management Scholarship program in 2016. samantha.anderson@b-r-r.com Samantha received the National Association of Personal Financial Advisors (NAPFA) New Professional Award in 2016 and was featured as a panelist at the 2016 Powerful Women Paving the Way event hosted by The Woltemade Center for Economics, Business & Entrepreneurship at Ohio Wesleyan University. She is a CERTIFIED FINANCIAL PLANNER ™ certificant and a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Samantha co-chairs the Women’s Initiative Committee for NAPFA, whose mission is to attract, support, educate, and develop women as leaders within the financial advisory profession and to raise the awareness of the need for more female advisors. Samantha volunteers with The Women’s Fund of Central Ohio and is a member of the organization’s Finance and Investment Committee. She is also a WIN Advocate and Mentor for the Certified Financial Planner Board of Standards’ Women’s Initiative (WIN) and volunteers her time by providing pro-bono financial planning advice to members of New Directions Career center through the Financial Planning Assocation. In her spare time, Samantha loves to be outdoors and spend time with her husband and daughter, Todd and Grace, and their two rescue dogs, Nixon and Reagan.

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Financial Advisor Experience

Samantha has been a member of the Budros, Ruhlin & Roe team since 2011. She received her Bachelor of Science in Human Ecology degree, with a major in family resource management, from The Ohio State University. Samantha provides financial guidance to individuals and families all over the country in various stages of life.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources