Financial Advisor
Samantha Innes is the team’s Financial Planner. She is a CERTIFIED FINANCIAL PLANNER® professional, and received her Bachelor of Arts in Psychology from the University of California at Santa Barbara. Her expertise in both the quantitative and qualitative aspects of the human condition uniquely position her to provide our clients with a holistic and personalized planning experience. She and her husband, Chris, are the proud parents of three beautiful children: Lorelai, Isabel, and Levi. In her free time, she enjoys attending her children’s various activities, cooking, and traveling with her family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
