Samantha Spitzer is a financial advisor for Summit Wealth Management Group. In 2018, Samantha obtained her CFP® designation and brings an expertise in personalized financial planning and personal wealth management. Samantha is experienced in risk mitigation, investment research, portfolio optimization, constructing customized financial exhibits, and more. Above all else, Samantha has a passion for assisting clients in the pursuit and attainment of their financial goals.
Originally from Pittsburgh, Pennsylvania, Samantha Spitzer graduated with a degree in Finance from the University of Pittsburgh. She began her career working as a Financial Analyst for Goldman Sachs. Prior to joining our team, she worked for an independent division of Raymond James based out of Corpus Christi, Texas.
Samantha currently resides in Pittsburgh, Pennsylvania. In her free time she enjoys yoga, hiking and walking her German Shepherd, Nala.
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.