Samantha Bakke is an investment advisor and a CERTIFIED FINANCIAL PLANNER™ at One Capital Management, LLC, who has provided advanced planning for individuals, business owners, and families for many years. Prior to joining One Capital, Samantha served as a financial advisor with Wells Fargo Advisors helping clients focus on goal-based planning to work toward their personal financial success. She was a private client advisor with JPMorgan Chase before moving to Wells Fargo.       

Samantha earned a Bachelor’s degree in Business Administration from California State University, Chico, and a Certificate in Financial Planning from Pepperdine University.