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Samantha V
CFP®, Series 65
Costa Mesa, CA
Ellevest
Samantha Vient is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Ellevest, where she has served since 2021, and has prior experience at Retirable and Origin Financial. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers tailored portfolios based on individual goals and risk tolerance, emphasizes strategic asset allocation, and provides values-aligned investment options along with educational workshops.
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