Samantha Panu

Samantha Panu

Client Service Manager

Samantha has been in the financial industry for the past seven years and holds her Series 6. Her background working in customer service at companies at custodians such as Charles Schwab and AssetMark has helped set her up for success at Haydel Biel & Associates. Samantha firmly believes in an all hands-on deck attitude and it reflects in her role! As the Client Service Manager, Samantha assists with client requests, handles all account paperwork, communicates with partner companies, and helps with events.  

Originally from the Philadelphia area and then Phoenix, Arizona, Samantha is now new to Southern California. She loves being back amongst trees after living in the desert for so long. On weekends, you can find Samantha making films with friends, trying different food trucks and exploring new places. If you have any recommendations of places to visit or food to try, please send them her way!  

GETTING TO KNOW SAMANTHA 

Favorite food: Indian 

Best piece financial advice: Always have an emergency savings account. 

Favorite quote: “The secret of life, though, is to fall seven times and to get up eight times.” ― Paulo Coelho, The Alchemist 

Favorite movie: Pride and Prejudice or Black Panther

Favorite book: The Alchemist by Paulo Coelho 

Something on Samantha’s bucket list: Visit Angkor Wat 

Biggest accomplishment: Falling down seven times, getting up eight.