Summary

• Member of Investopedia's Financial Review Board
• Deep knowledge of financial planning with a focus on pre-retirement prep and retirement income strategies
  
• Experienced Financial Planning educator with Dalton Education with a focus on leading instruction to students who are pursuing completion of the CFP curriculum with the goal of sitting for the CFP exam
  
• CFA level 3 candidate
  

Experience

Samantha Silberstein is a Certified Financial Planner, Certified Student Loan Professional, and Enrolled Agent. As a financial consultant, she works with employees from non-profit and higher education organizations. Her day-to-day is filled with one-on-one conversations about 401(k)s, 403(b)s, ERISA guidelines, IRAs, student loans, tracking spending, creating budgets, debt repayment strategies, pretax/Roth contributions/savings, and other non-retirement saving options/vehicles.

She has previous experience at firms such as TD Ameritrade, Janney Montgomery Scott, Vanguard, and TIAA, where her experience ranged from RIA relationship management to income sales, retirement plan consulting, fund management, and general financial planning.

She currently works at SLP Wealth, a newer RIA focusing on providing advice to clients navigating the complexity of student loan debt or other household debt, while balancing other long-term financial goals. She joined the SLP Wealth team to be able to combine her financial planning background and experience of working with clients burdened by student debt in education, research, medical, and government-related fields.

Education

Samantha completed her undergraduate degree at Temple University where she majored in Economics and received a minor in Business.