Samantha A. Macchia,  CFP<sup>&reg;</sup> - Financial Advisor

Samantha A. Macchia, CFP®

ChFC

Summit Financial Strategies, Inc.

4111 Worth Ave, #510
Columbus, OH 43219-3599
(614) 885-1115

General

Samantha Macchia is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Financial Strategies, Inc. in Columbus, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - NAPFA/Registered Advisor

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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