Samantha K. Shearman

Professional Story

Insurance Strategies, College Funding Strategies, Business Owners, Business Succession Planning, Retirement Strategies, Retirement Income Planning, Financial Education


Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future.
My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I help people protect the
ones they love through a variety of financial products and solutions to meet their needs. Protect those you love.


Check the background of this investment professional on FINRA's BrokerCheck

Personal Story

University of CA, Santa Cruz
Hawaii Pacific University

Stand Up Paddle boarding

Habitat for Humanity,, Global Volunteers

Novato Satellite Office

405 Enfrente Rd., #110 Novato, CA 94949
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Novato Satellite Office Office