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Samantha F Anderson

Financial Advisor

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My journey with Edward Jones began from the other side of the desk – as a client. That firsthand experience gave me a deep appreciation for the firm's commitment to personalized service and wealth-building strategies. In 2012, I trans...... Show More
Location & Business Hours
Friday
08:30AM to 05:30PM
Saturday
appointment
Sunday
closed
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About
My journey with Edward Jones began from the other side of the desk – as a client. That firsthand experience gave me a deep appreciation for the firm's commitment to personalized service and wealth-building strategies. In 2012, I transitioned from client to financial advisor, and today, I proudly lead the very branch where my Edward Jones relationship began. This branch has served Carpinteria and nearby communities for over 30 years.I believe effective financial guidance begins with understanding each client's unique goals and comfort with risk when investing their money. Using a disciplined, comprehensive approach, I work closely with individuals, families and business owners to build customized strategies for investing, income generation, insurance protection and overall wealth strategies. Together we ensure every investable dollar is strategically and efficiently allocated. I also collaborate with client's attorneys, accountants and other trusted professionals to create integrated financial advice. In addition to serving as a financial advisor for over a decade, my education background includes graduating from the University of California, Santa Barbara, with honors earning a double major in mathematics and statistical science. My ongoing commitment to continuous learning within the dynamic financial landscape empowers me to deliver forward-thinking advice and innovated solutions. To maintain the highest standards of service, I work selectively with serious long-term investors. We achieve financial confidence through trusted relationships, tailored advice and strong financial foundations. I've called Carpinteria home for over 15 years – giving me a strong connection to this community. Outside of the office, I enjoy spending time with my husband, Blake, and our three children – Dakota, Ford and Colton – who inspire my dedication to helping others and leaving a meaningful impact on my community.
Specialities
Wealth Strategies
Retirement Income Strategies
Retirement Savings Strategies
Insurance & Annuities
Business Retirement Plans
Estate & Legacy Strategies
Spending Time with Family
Active Lifestyle
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55
/850
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FAQs
Here are some Frequently Asked Questions about Samantha F Anderson
What organization is Samantha F Anderson associated with?
Samantha F Anderson is associated with Edward Jones.
What is Samantha F Anderson’s work email address?
Samantha F Anderson’s professional email address is s***************n@e**********.com. You can also email Samantha F Anderson by clicking on the contact Samantha F Anderson.
Where is Samantha F Anderson based out of?
Samantha F Anderson’s primary location is Carpinteria, CA.
What is Samantha F Anderson's phone number?
Samantha F Anderson's phone number is (805) 684-8470
What is Samantha F Anderson's title??
Samantha F Anderson is a Financial Advisor.