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 Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.