Rooted in Newport Beach
Local roots. A standard worth traveling for.
Based on the California coast and serving families and professionals who expect more from the people they trust with their future.
Holistic Wealth Planning · Newport Beach, CA
Essential Trust Financial helps professionals, business owners, and families connect every piece of their financial life into one strategy: income, taxes, protection, investments, and legacy.
The first conversation is complimentary. It is a needs and goals conversation, not a sales meeting.
Held to a fiduciary standard of care. Your interests come first, in writing.
Professional experience guiding individuals, families, and business owners.
2023, Newport Beach Chamber of Commerce.
2024, National Association of Women Business Owners, selected by Bank of America.
Rooted in Newport Beach
Based on the California coast and serving families and professionals who expect more from the people they trust with their future.
Turning Intentions Into Strategy
01
We start with a no-pressure conversation to understand your goals, timeline, and concerns. You receive a short set of questions by email beforehand, so our time is spent on you, not paperwork.
Schedule Now02
We design a custom strategy built around your life and goals: income, tax efficiency, life insurance, investments, and estate readiness, connected into one written plan in plain language.
Explore Services03
A plan is not a document, it is a relationship. As your life evolves, your plan evolves with it. We are here for the decisions that matter, year after year.
About the FirmWho We Serve
Great planning starts with understanding who you are and what you are facing. These are the people we know best.
Client Experiences
“Samantha has been my advisor for a little over a year now. Amazing person and amazing team. They have exceeded my expectations and constantly impress me with their knowledge, especially Samantha. She has been extremely transparent with everything and helped tremendously, financially and health insurance wise. Would recommend 10/10 times.”
Andre
“Referred to me by a trusted source, Samantha reviewed my life insurance and financial health in a way that did not feel overwhelming. She helped me develop a plan for my savings, investment, and financial protection goals that made sense and did not leave me questioning whether I would reach them. Highly recommend this incredible advisor!”
Daniel Gonzales
“Sam is excellent. Informative, communicative, and detail oriented. She helped us fill the gap in our knowledge on life insurance, and we are going to utilize her for financial management in the new year as well.”
Jonathan Y.
No Pressure. No Obligation.
Schedule a complimentary call. We will talk about your goals, your questions, and whether we are the right fit. That is it.
Schedule Your Complimentary Call