Samantha Hall

Samantha Hall
Account Manager

(916) 924-7527
Email Samantha

Samantha works closely with retirement plan clients and their advisors. She is the primary contact for plan participants, record keepers, and service coordinators. Samantha has worked in the retirement industry since 2002, focusing on 401(k) plan administration, self-directed IRAs, and alternative assets. In early 2016 Samantha joined the team at Genovese Burford & Brothers. She currently holds a B.A. in Organizational Leadership from Chapman University.

 

Not registered with Royal Alliance Associates or Genovese Burford & Brothers Asset Management

 

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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here