Samantha Flomenberg, CFP©
Sam joined our team in June of 2021. She monitors client portfolios to ensure appropriate allocations and to make sure that cash is available for withdrawals and deposits are invested. Sam helps prepare financial plans for delivery and to answer client questions as they arise. She reviews quarterly client performance reports for accuracy.
Prior to joining Yardley Wealth, she was a Financial Analyst for a Registered Investment Advisory firm in Philadelphia. She participated in Widener University’s 4+1 program, earning her Bachelor’s in Finance in 2017 and her Master’s in Tax and Financial Planning in 2018. Sam was featured in an article highlighting the program, which can be found here:
She obtained her CERTIFIED FINANCIAL PLANNERTM certification in May of 2021. She currently resides in Philadelphia with her husband.