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Samantha Spitzer, CFP®, CDFA®

Director – Wealth Planning
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Samantha works closely with clients to develop and implement comprehensive and customized financial strategies designed to achieve their unique goals. As a CFP® and CDFA® practitioner, Samantha provides expertise in financial analysis, estate planning, tax planning, and divorce planning. Before joining Waldron, Samantha was a financial advisor at Raymond James Financial Services. In her free time, Samantha enjoys Pittsburgh sports, yoga, hiking, and walking her German Shepherd, Nala.

Education & Certificates
B.S.B.A. in Finance, University of Pittsburgh
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Divorce Financial Analyst®

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