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Samantha Bakke Cfp
Samantha Bakke Cfp
Executive Director l Wealth Management | One Capital Management, LLC
Chico, California, United States
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.
Samantha Bakke Cfp
Work Experience
Executive Director l Wealth Management at
One Capital Management, LLC
April 2021 - Present
Financial Advisor at
Wells Fargo Advisors
May 2018 - April 2021
Private Client Advisor at
J.P. MORGAN EUROPE LIMITED
September 2014 - May 2018
Financial Advisor at
JPMorganChase
August 2012 - September 2014
Personal Banker at
Chase
May 2009 - August 2012
Appraisal Assistant at
Valley Oak Appraisals
February 2005 - March 2010
Samantha Bakke Cfp
Education
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
******@onecapital.com
Colleagues
President
Chief Investment Officer
Executive Director | Wealth Management
Investment Advisor / Managing Director
Executive Director | Wealth Management
Executive Director | Operations
Vice President - Wealth Management
Managing Director
Founder | Manging Director
Managing Director