Samantha Jackson, CLU®, CLTC®, LUTCF®

Samantha Jackson, CLU®, CLTC®, LUTCF®

Managing Director

California Insurance License #: 0I59709

Business Philosophy:

Samantha spent ten years as a successful real estate broker and business owner in Phoenix, Arizona. After negotiating the sale of her company, she began her career in financial services.

Samantha’s focus was centered around assisting business owners in building strong financial foundations and long- term succession plans. She soon realized that her passion was in developing and mentoring others which led to her current leadership role as Managing Director. 

Samantha is actively involved with local charities including Face Forward-providing reconstructive surgery and emotional support for survivors of domestic violence and human trafficking. 

She is a sought-after public speaker who enjoys educating people on a wide variety of subjects as they relate to financial well-being. Samantha holds FINRA Registered Licenses Series 7 and Series 24 and is also a current NAIFA Board Member. She is a Southern California native and her favorite hobby is exploring and climbing Los Angeles’ many sets of hidden stairs. 

Seminar/Public Speaking Subjects:

  • Women in Finance-Los Angeles Union School District Nurses
  • Blueprint for Financial Success-LAUSD Educators, Glendale Fire Dept., Rancho Cucamonga Fire Dept, Tujunga Fire Dept., Los Angeles Fire Dept., Los Angeles Sheriff’s Dept.
  • Raising Financially Responsible Children-Glendale School District, LAUSD •  Strategic Planning for Real Estate Professionals-Keller Williams Beverly Hills & Los Feliz, Century 21 Jervis & Associates
  • Charitable Gifting-Los Angeles Philharmonic, Face Forward, The Campbell Center 

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Securities offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 10960 Wilshire Blcd Suite 2100 Los Angeles, CA 90024 (310) 689-3300 CRN202205-264740