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Deanna Bamford, CEBS, CPFAFinancial Advisor

  • 24 East Cota Street
    Suite 200
    Santa Barbara, CA 93101
  • 916.256.4977
  • LinkedIn

Deanna joined CAPTRUST in 2015 as a financial advisor with the firm’s strategic partnership with Pensionmark and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to the partnership, Deanna served as lead relationship manager at Pensionmark and has worked in the industry since 1992.

EDUCATION

  • Bachelor of Arts degree in communication from the University of California, Santa Barbara

INDUSTRY DESIGNATIONS

  • Certified Employee Benefit Specialist (CEBS)
  • Certified Plan Fiduciary Advisor (CPFA)

AWARDS AND RECOGNITION

  • 2017 NAPA Top Women Advisors All-Star

 

 

 

Personal Profile

Hometown:
Roseville, CA
Favorite Book or Movie:
Forrest Gump
Ideal Dinner Guest:
Husband, grandmother, and children
Words to Live By:
It's all good
Qualities I Admire in People:
Honesty, kindness, and sense of humor