Samantha H. Kaufman

Financial Wellness Coach

Why I get up in the morning

I’d like to say I have some great philosophical reason I get up in the morning, but the truth is it’s my cat that wakes me up. I do believe in the work hard/play hard mantra though. I was raised on the value of hard work. My family grew up on welfare and government assistance, so I had to work for everything that I have. My goal has been to help other hard-working individuals reach their financial goals and make sure their money is working just as hard for them as they worked to earn it.

How I got here

Although I am in the world of finance now, I started out working in various roles within a lot of small companies and have a degree in Art & Design. I eventually made the transition into the role of financial advising.

I obtained my Series 7, 63 & 65, as well as my Life & Health licenses. I spent a few years doing individual financial planning before starting with AFS. My role with AFS is to provide financial education and create educational content to help people achieve their financial goals.

What I do really well

I believe I bring a lot of creativity and innovation to everything I do. It is very easy for an industry to become stagnant and content, especially one as analytical as finance. I’m working to make sure we are constantly improving and growing our practices.

Who I am really

We’re a big board game and video game household. I even help host board game nights at some of my local breweries. I enjoy spending time with friends and family whether it’s checking out a brewery, playing games, or going to Orioles and Ravens games.

About AFS 401(k)

We are an independent financial advisory team located in Bethesda, MD. We believe everyone deserves to live their best life. We are on a mission to help working Americans take control of their finances and save for their long-term future. We work with many companies, non-profits, and trade associations in the Washington, DC, and mid-Atlantic area, to help them enhance their employee benefits offering and work directly with employees to help them take meaningful steps towards building a healthier financial life. 

*AFS 401(k) Retirement Services, LLC investment advisory services are offered through Global Retirement Partners, LLC, dba AFS 401(k) Retirement Services, an SEC registered investment advisor and wholly-owned entity of Hub International. Fixed insurance products and services are offered through Hub International. 

AFS 401(k) Retirement Services, LLC, Global Retirement Partners, LCC & HUB International are separate and unrelated to Commonwealth Financial Network