Samantha Heflin, CFP^®

Meet Samantha Heflin, an experienced and compassionate Financial Planner committed to helping clients achieve their financial goals with clarity and confidence. Samantha has been with the Huntington Beach office since 2021 and now specializes in guiding clients through personalized and comprehensive financial planning processes from start to finish. She earned both her undergraduate and graduate degrees in Financial Planning from the University of Georgia. Her master’s degree was dedicated to studying Behavioral Financial Planning and Financial Therapy, equipping her with a deeper understanding of the emotional and psychological factors influencing financial decisions. Then, she went on to satisfy the rigorous requirements to become a Certified Financial Planner™ (CFP®). This designation highlights her expertise across critical areas of financial planning and proves a dedication to the profession. This education and experience makes Samantha particularly suited to assist clients juggling multiple cash flow priorities, such as paying off student loans, supporting children and aging parents, purchasing a home, saving for retirement, and more. Those early and mid-career professionals with above average income who seek greater education and delegation tend to benefit most from working with Samantha.

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