Samantha Sagers-Davenport

Credentials:
  • CFBS
  • CLTC®

Focus: Business Owners, Retirement Income Planning, Group Benefits, Business Succession Planning, Risk Management Strategies, Investment Strategies, Insurance Strategies, Financial Education, Charitable Giving, College Funding Strategies

Languages: English

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Qualifications
• Registered Representative of MML Investor Services, LLC.
• FINRA Series 6 (Investment Company/Variable Contracts) registration
• FINRA Series 65 (Investment Advisor Representative) registration
• Affiliated with Corporate Registered Investment Advisor
• CA Life Insurance Licensed #0E57325
• Graduate of California State University, Hayward Bachelors degree in Business
  Administration with Finance and Real Estate Management Concentrations

 

Education

California State University Hayward (1999 - 2004)

Hobbies

Travel
hiking
boating
spending time with family & friends.

Community Involvement

Sandra J Wing Healing Therapies Foundation
College Funding Coach
Tri Valley Non-Profit Alliance
Center for Excellence in Nonprofits

See Samantha’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Samantha

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MassMutual Northern California

Main Office

3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541

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CRN202209-272086