Samantha Beauvais
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I love working with women because women's wealth matters.
As women, we play many roles—from breadwinners to caretakers, to family chefs, to event planners, to business owners, to mothers, sisters, wives, and friends, there is often an immense pressure to "do it all." But even with all that going on, it still seems that we’re often left out of the conversations around wealth. I believe it's time to change the conversation.
As a financial planner, I am passionate about helping women achieve their goals through financial education and empowerment. If you're looking for trustworthy financial guidance or help to organize your finances, I would love to chat with you!
I learned financial literacy the hard way so that you don’t have to.
I graduated from Florida Atlantic University in 2016 with dual bachelor’s degrees in Anthropology and Psychology. After working as a bookkeeper and financial project manager for six years, earned a certificate in Financial Planning from Boston University. I made the switch to personal financial planning after realizing that, of all the things I learned, I never learned how to manage my own finances. I experienced major financial setbacks as a young adult that made me understand just how important it is to take control of your own financial well-being.
So, I decided to become a financial planner. After a year of coursework and months of studying, I passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) in March 2022 and I’m currently pursuing the Chartered Special Needs Consultant (ChSNC) and Retirement Income Certified Professional (RICP) designations through the American College. I’m also an active board member of the Women in Insurance and Financial Services (WIFS) Gold Coast Chapter and we partner with Women in Distress of Broward County as the WIFS Charity of Choice.
I am deeply passionate about working with underserved communities and I am dedicated to making quality financial education and advice more accessible to those who need it.
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Advisory services offered through Aviance Capital Partners, LLC (“ACP”) is an SEC-registered investment adviser located in Naples, Florida. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that ACP has attained a certain level of skill, training, or ability. The participating adviser paid no more than $1,000 to be listed on the Purse Strings website. Purse Strings is not a client of the participating adviser. While Purse Strings maintains a listing process, it has a financial incentive to list as many financial professionals as possible to maximize its revenue.
