Samantha Garcia, CFP® | Source | Wealth Advisor at Halbert Hargrove
Samantha Garcia, CFP®
As a Certified Financial Planner (CFP®), a critical focus of Samantha’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. Samantha joined Halbert Hargrove’s Long Beach office in 2018. Working with clients is her favorite part of her calling.
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Halbert Hargrove
Wealth Advisor
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6 Financial Steps To Take When Making a Huge Life Change
Don't get overwhelmed -- it's easy to adjust your finances.
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Advisors Can't Save Their Clients' Marriages, but They Can Protect Their Finances. Here's How.
With some predicting a post-pandemic surge in divorce, advisors should guide clients on the best ways to minimize financial damage.
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It’s very difficult to maintain that line of balance of being a fiduciary for both clients. It’s a very, very fine line.
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If you’ve built up a healthy savings reserve in an emergency fund, that should be able to carry you through. You do the prep work because when things happen, it will be less stressful.
