Samantha N. Dinh, CFP®

Certified Financial Planner™

Samantha N. Dinh is a Certified Financial Planner™ and has been in the financial services industry for more than 20 years. After 14 years at a Wall Street Firm, Samantha left to open her independent private practice to better provide unbiased advice and service to individuals and their families.  In 2016, Samantha moved her practice to her hometown of Alameda, where she spent most of her childhood. She hopes to be able to give back to the Alameda community as much as she has gained through the many meaningful friendships and invaluable education growing up.  One of her biggest purpose and passions in life is to help her clients pursue their long term financial goals and create thoughtful financial strategies while preserving their estate.

Samantha graduated from University of California, at Davis with a Bachelors of Science in Managerial Economics with an emphasis in Financial Management and a minor in Communications. She has 7 professional registrations which include the series 7 held through LPL Financial, series 66 held through Strategic Wealth Advisors Group LLC and LPL Financial, California insurance license, California Long Term Care, California Partnership for Long Term Care, the AAMS® (Accredited Asset Management Specialist), and the CFP® (Certified Financial Planner).

Samantha is married and her son, Sean, and daughter, Sage, are the apples of her eye, besides her husband of course. She enjoys traveling, eating, and learning about all cultures of the world. Her dream is to one day have a self sustaining organic garden that will supply most of her families fruit and vegetable needs.

Phone (510)227-5354
Fax (510)227-5837