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Samantha Bakke Cfp

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Samantha Bakke Cfp

Executive Director l Wealth Management | One Capital Management, LLC

Chico, California, United States

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Samantha Bakke Cfp

Summary

Samantha Bakke is an accomplished Executive Director in Wealth Management at One Capital Management, LLC, with a strong focus on investment consulting and advanced financial planning. Based in Chico, California, she collaborates with families, ranchers, and businesses to develop tailored financial strategies aimed at achieving long-term success. With a solid educational background in Certified Financial Planning from Pepperdine University and a Bachelor's degree in Business Administration from California State University-Chico, she brings a wealth of knowledge to her practice. Samantha is dedicated to helping her clients make informed financial decisions, mitigate taxes, and protect their assets while enhancing their philanthropic efforts. Her extensive experience spans multiple prestigious financial institutions, showcasing her commitment to excellence in wealth management. Samantha's approach combines technical expertise with a personal touch, ensuring a comprehensive understanding of her clients' unique needs.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Samantha Bakke Cfp

Work Experience

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Executive Director l Wealth Management at

One Capital Management, LLC

April 2021 - Present

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Financial Advisor at

Wells Fargo Advisors

May 2018 - April 2021

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Private Client Advisor at

J.P. MORGAN EUROPE LIMITED

September 2014 - May 2018

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Financial Advisor at

JPMorganChase

August 2012 - September 2014

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Personal Banker at

Chase

May 2009 - August 2012

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Appraisal Assistant at

Valley Oak Appraisals

February 2005 - March 2010

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Samantha Bakke Cfp

Education

Pepperdine University

January 2021 - January 2022

California State University, Chico, Bachelor Of Arts - Ba

January 2004 - January 2008

Frequently Asked Questions about Samantha Bakke Cfp

What is Samantha Bakke Cfp email address?

Samantha Bakke Cfp's primary email address is ******@onecapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Samantha Bakke Cfp work for?

Samantha Bakke Cfp is a Executive Director l Wealth Management at One Capital Management, LLC, a company specializing in Security brokers & dealers.

Where Samantha Bakke Cfp graduated from?

Samantha Bakke Cfp holds a degree in Certified Financial Planning from Pepperdine University.

How can I directly contact Samantha Bakke Cfp?

To contact Samantha Bakke Cfp directly, you can use the email address ******@onecapital.com. Complete contact information is available upon registration with Muraena.

Who is Samantha Bakke Cfp?

Samantha Bakke is an accomplished Executive Director in Wealth Management at One Capital Management, LLC, with a strong focus on investment consulting and advanced financial planning. Based in Chico, California, she collaborates with families, ranchers, and businesses to develop tailored financial strategies aimed at achieving long-term success. With a solid educational background in Certified Financial Planning from Pepperdine University and a Bachelor's degree in Business Administration from California State University-Chico, she brings a wealth of knowledge to her practice. Samantha is dedicated to helping her clients make informed financial decisions, mitigate taxes, and protect their assets while enhancing their philanthropic efforts. Her extensive experience spans multiple prestigious financial institutions, showcasing her commitment to excellence in wealth management. Samantha's approach combines technical expertise with a personal touch, ensuring a comprehensive understanding of her clients' unique needs.

Samantha`s contact details

mail

******@onecapital.com

Colleagues

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Patrick Bowen

President

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Steven Cowley Cfa

Chief Investment Officer

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Cfp Rohan Nayak

Executive Director | Wealth Management

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Sean Mckeon

Investment Advisor / Managing Director

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Cfp Eric Hamel Clu Aep Aif

Executive Director | Wealth Management

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Danielle Spencer

Executive Director | Operations

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Brad Barrett

Vice President - Wealth Management

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Cfp Brad Barrett

Managing Director

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Don Mcdonald

Founder | Manging Director

Dan Stridsberg

Managing Director

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