Samantha Garcia

Wealth Advisor at Halbert Hargrove
On the record
Represented by:
Bio

As a Wealth Advisor, 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.

Recent Quotes
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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.

    23 December 2021
  • 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.

    23 December 2021
Employment
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