Samantha Silberstein CFP, CFA, CSLP® Expertise: Insurance, Debt, Financial Planning, Retirement Planning, Investing, Student Loans, Taxes, Trading, Credit Cards Title: Financial Consultant/Financial Wellness Coach Education: Temple University Location: Philadelphia, Pennsylvania Highlights Member of The Balance's Financial Review BoardCurrent CFP professional and in good standing with CFP BoardHas had experience and success in various client-driven roles such as Trading, Relationship Management and Financial ConsultingTransitioned into a virtual remote functionality and provided over 300 individual financial counseling sessions and over half a dozen virtual webinars Experience Samantha currently works with employees from non-profit and higher education organizations. Her day to day is filled with 1-on-1 conversations about 401ks/403bs, ERISA guidelines, IRAs, student loans, tracking spending, creating budgets, debt repayment strategies, pretax/Roth contributions/savings and other non-retirement saving options/vehicles.She has previous experience at firms such as TD Ameritrade, Janney Montgomery Scott, and Vanguard where her experience ranged from RIA relationship management, fixed income sales and trading, fund management, and brokerage operations. Education Samantha completed her undergraduate degree at Temple University where she majored in Economics and received a minor in Business. Outside of being a CFP professional, she is a FINRA Series 7 and 63 licensed holder, State of California Life, Accident, and Health Insurance Licensed Agent, and CFA Level 2 Candidate. About The Balance The Balance, a Dotdash Meredith brand, makes money easy to understand. We give people tools they need to not only make smart financial decisions but also prepare for the experiences they will have along the way. Our team of expert writers and editors have extensive qualifications in the topics they cover, and many of them have MBAs, PhDs, CFPs, and other advanced degrees and professional certifications. We require our writers to use primary sources in their articles, which are also approved by our Financial Review Board and fact-checked. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.