Samantha Garcia
CFP®, AIF®, CDFA®
Halbert Hargrove
Wealth Advisor
Samantha Garcia
CFP®, AIF®, CDFA®
Halbert Hargrove
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Samantha Garcia, CFP®, AIF®, CDFA®
Fee-Only financial planner located in Long Beach, CA, serving clients locally and across the country
Samantha Garcia is a Long Beach, CA fee-only financial planner. Halbert Hargrove provides comprehensive investment management services, financial and tax planning, and estate planning to help wealthy families and individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Samantha Garcia is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a Wealth Advisor, a critical focus of Samantha Garcia’s role is creating trust relationships with her clients. She strives to understand their entire financial picture to help them reach optimal decisions—especially regarding financial matters. “Each client is unique,” she says. “It’s important to listen carefully to truly understand what matters to them. A great deal of knowledge goes into recommendations, yet these must be tailored to their specific situation.”
Samantha joined Halbert Hargrove’s Long Beach office in 2018. Working with clients is her favorite part of her calling. “I really enjoy helping them to successfully meet their current and long-term goals, financially and otherwise.”
Samantha has worked in financial services since 2010. Most recently, she was a financial advisor with Asset Planning, Inc., in Cypress, CA for four years. Prior to that time, she was an accountant at a private firm in Commerce, CA, while also working for a CPA firm during tax season. “My accounting background helps me bring a different perspective to my conversations with my HH clients,” she says. She began her post-college career as Assistant Director of Children’s Ministry for Emmanuel Reformed Church in Paramount, CA.
A CERTIFIED FINANCIAL PLANNER™, Samantha earned her Financial Planning Certificate from Bryant University in 2016. Other educational attainments include an MBA in Finance from California State University, Dominguez Hills in 2012, and a B.A. in Christian Ministries from Azusa Pacific University in 2008.
She says she’s particularly proud of being the first and only member of her family to graduate from college, for completing her CFP® certification while a new mom and working full time—and for being a mom, period. Favorite ways to unwind include family time with her husband Joseph and their young son, reading, and doing puzzles.
Samantha Garcia is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Serving the quietly wealthy.
Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933.
Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture. We never compromise on our values or process, so our clients can be confident about maintaining their lifestyle, contributing to their community, and preparing the next generation for continued success. We believe in "Investing to integrate your money and your life℠".
Halbert Hargrove achieved Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX). CEFEX is an independent organization that works with investment advisory firms around the globe to assess their investment processes and systems—and their adherence to the highest standards of fiduciary best practices. Certification is a relatively rare distinction; we are the 50th investment advisory firm in the world to have earned it. CEFEX's mission is to improve risk management for both institutional and retail investors.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Samantha Garcia is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Samantha Garcia is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Samantha Garcia is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Samantha Garcia is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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Samantha Garcia is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Halbert Hargrove holds the Centre for Fiduciary Excellence (CEFEX) certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
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Samantha Garcia is Quoted in Financial Advisor Magazine: "Halbert Hargrove Makes Five New Hires"
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Halbert Hargrove Ranks in CNBC's Top-Rated Financial Advisory Firms of 2019
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Samantha Garcia is Interviewed in Value Walk: "Qualified Fiduciary Advisors: Q&A With Halbert Hargrove"
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Samantha Garcia Spoke as a Panelist at The Long Beach Area Chamber of Commerce WBC Workshop 20/20 Vision: Bring Your Finances Into Focus
Contact Samantha Garcia
Office Locations:
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111 W. Ocean Blvd
23rd Floor
Long Beach, CA 90802
