Samantha  Heflin,  CFP<sup>&reg;</sup> - Financial Advisor

Samantha Heflin, CFP®

CSLP®

Financial Planner

SLP Wealth

Remote
Long Beach, CA 90815
FINANCIAL ADVISOR'S WEBSITE
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General

Samantha Heflin is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at SLP Wealth in Long Beach, CA and the surrounding communities.

Financial Advisor Overview

Samantha Heflin is a Financial Planner at SLP Wealth. She's a CERTIFIED FINANCIAL PLANNER® practitioner, and a Certified Student Loan Professional®, committed to helping clients obtain clarity and confidence in their financial life. She earned both her undergraduate and graduate degrees in Financial Planning from the University of Georgia (Go Dawgs!). Her master’s degree was dedicated to studying Behavioral Financial Planning as she understands personal finance is often more personal than it is finance. She also completed a multi-year financial planning residency, where she learned from experienced planners who helped accelerate her career growth within the Financial Planning industry. If you are juggling multiple cash flow priorities, such as paying off student loans, supporting children and aging parents, purchasing a home, saving for retirement, and more, then Samantha is here to help relieve the pressure.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CSLP®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Getting Married, Job Loss, Life Planning, Starting a Family, Sudden Wealth

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Helpful Financial Planning Resources