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Samantha Sagers-Davenport, CFBS®

Office Location

3003 Oak Road, Suite 250
Walnut Creek, CA 94597

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Samantha started her career in financial services with MassMutual right out of college in 2004 after obtaining a degree in Business Administration with a concentration in Finance.  Samantha leads an all-female team and they are dedicated to helping their clients gain clarity and confidence in their finances so they can honor their commitments to themselves and their families.  Samantha and her team provide comprehensive financial planning, wealth management, college funding strategies, retirement income strategies, and protection solutions for their clients.  They are also work in the closely held business market on business succession planning, executive benefits, qualified plans, and voluntary worksite benefits.  Samantha has been a resident of the San Francisco Bay Area her entire life and lives with her husband Michael and their 3 daughters.

Read Samantha’s Blog Post:

Is it Really More Cost-Effective to Attend a Public University Instead of a Private University?