Katrina Samuel, CF2

About Katrina Samuel

Katrina Samuel serves as a Client Service Coordinator at Pacific Capital, where she plays a vital role in delivering the white glove service that the firm’s family office clients have come to expect. With over a decade of experience in wealth management, including roles serving ultra high net worth families, Katrina brings a refined understanding of what exceptional client care looks like in practice.

Katrina is recognized for her proactive approach and sharp attention to detail. She has a natural ability to stay ahead of what clients need, manage competing priorities across multiple family relationships, and ensure that nothing is overlooked. Her strong communication skills and relationship management instincts make her a reliable, trusted resource for the families she serves.

Katrina lives with her husband and two daughters in Ontario Ranch, California. Outside of work, she enjoys staying active and weightlifting, and loves creating lasting memories with her family, whether it’s a trip to Disneyland with her daughters or quality time with loved ones.