Samantha Sennett, CFP®, BFA™, CPFA®

Biographical Info Samantha Sennett, CFP® has been guiding clients toward a balanced financial future for over twenty-five years. Sam offers a robust suite of services to her family of clients which include small businesses, individuals, and families spanning three generations. Sam’s knowledge, experience, and expertise allows her to offer a “one-stop-shop” experience, supporting clients in working towards their financial goals. As a Transitional Wealth Planner™, Sam’s services are related to big life events such as retirement, sale of a business, change in marital status, sale of a home or property, and legacy planning. In addition, she helps small business owners design and implement employee benefit health and 401(k) programs, assisting them to attract top talent in a competitive marketplace. Sam is a down-to-earth financial advisor who guides her clients in their money decisions as if they were family. She treats everyone equally because she truly loves to help clients feel cared for.

Email Address [email protected]

Phone Number 1 (805) 957-9643

Business AmeriFlex Financial Services

Position Transitional Wealth Advisor, CFP®, BFA™, CPFA®

Business Address 656 Aurora Ave, Santa Barbara, CA 93109 - Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group® (TAG), an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance offered by Samantha Sennett independent of SPF and TAG.

Santa Barbara Mesa- Wealth Management Team