Meet the Team

Samantha Torres, CFP®, CLU®

Associate Advisor
Direct: (425) 531-7331
Office: (425) 467-1011 Ext. 231
Email: samantha.torres@avieradvisors.com

Raising Financial Conciousness

My Role

As an Associate Advisor, I work closely with Lead Advisors and Client Service Associates as part of your Avier planning team. My goal is to ensure that our clients’ goals align with their actions. Money means different things to different people; I enjoy getting to know clients at the core of who they are and what’s important to them so I can help them build a plan that reflects their values.

My Story

I’m originally from Peru, moved to United States at the age of seven. I’ve lived on both coasts and have spent most of my life in Southern California. I ran my own practice under a broker dealer for 6 years before selling my book and joining a large RIA. After deciding to sell my practice, I moved to the PNW in 2020 with my Golden Retriever Lexi, then added Everest to the pack in 2021.

I love the outdoors, you can find me hiking, snowshoeing, paddleboarding or camping on any given weekend. I love to travel; I’ve been to 15+ countries! My most recent international travel has been on mission trips to Tanzania and Guatemala. I’m also a yoga teacher/practitioner, I’ve completed the RT200.

Education

Bachelor of Arts in International Business with an Emphasis in Spanish & Western Europe, San Diego State University

Minor – Entrepreneurship

Designations

CERTIFIED FINANCIAL PLANNER™ professional

Charter Life Underwriter (CLU®)

READY TO GET STARTED?

Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.