Katrina Samuel, CF2

About Katrina Samuel

Katrina brings a wealth of experience and expertise to her role in the financial industry since 2010. Before Pacific Capital as a Client Service Coordinator, Katrina worked at UBS Financial Services and Abbot Downing, a boutique firm at Wells Fargo serving Ultra-High-Net-Worth clients. With a background in client service and relationship management, she has a proven track record of delivering exceptional service and building long-lasting client relationships. Katrina is known for her proactive approach to problem-solving and her ability to anticipate and address client needs effectively. She thrives in fast-paced environments where she can leverage her strong communication skills and attention to detail to ensure that clients receive the highest level of support. Katrina is committed to excellence in all aspects of her work and is dedicated to helping clients achieve their financial goals. Katrina lives with her husband and her daughter in Ontario Ranch, CA.