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Samantha N Dinh, CFP - Paragon Financial Planning - Samantha N. Dinh CFP®

Samantha N Dinh, CFP - Paragon Financial Planning

(54 reviews)

I have been a client for about 16 years. Last week I had my annual portfolio review along with an…read moreextremely detailed financial view of what my family's future looks like. I have always been extremely grateful to Samantha and Sandy for their guidance but this week I have reflected even more on what a gift they have been to my family. My husband and I are both 57 with one child in high school. Slow and steady we built a secure financial future. We simply could not have done it without her exemplary advice and encouragement. Not only is Samantha uniquely talented in the realm of full scope financial planning and investment strategies, she is also a wonderful person. By becoming her client you will have an ethical, compassionate, and extremely talented ally that will help you reach your financial goals. You can build a future for yourself and your children that is bright, hopeful, and full of freedom. As the years go by and you watch the outcome of Samantha's guidance you will be overcome with the gratefulness that I feel right now. For a middle class family to build wealth takes discipline and patience, but it can be done. If I can do it you can too.

Samantha has been managing my family's portfolio since 2018. This has been one of the best…read moredecisions we have made. In 7 years, she has doubled our assets. In addition to advising us on our financial portfolios, where she has guided us on salary contributions to different pots (retirement accounts, college savings accounts for our kids, and stocks), she advises us on life insurance and linked us with colleagues to help with our taxes and living will. We couldn't be happier with our decision to work with Samantha and hope this can be a life-long partnership - she is very talented and astute with markets and really has our back with every decision.

Wellguard Insurance & Financial

Wellguard Insurance & Financial

(1 review)

As a healthy woman with a small business, I never really put much time into thinking about how…read morethings could change financially for me in the future. I thought things would just work out as I grew older but then when 2020 hit, I decided it was time to come up with a plan. Thank goodness I met and worked with Todd at Wellguard Insurance. He helped me put together a financial plan that has made me almost bulletproof. From disability insurance to life insurance to retirement planning, I now feel like I can move forward knowing that my family and I are protected from some of life's potential curveballs. Todd was professional, thorough, kind and knowledgeable. There's no way I could have figured it out without him. Thank you Todd!

From the owner: CA License #0H09315 We specialize in custom solutions that…read moreare UNIQUE and unavailable to 99.9% of insurance agents. Would you go to your General Practitioner for your physicals, brain surgery, cancer treatment, dental implants and lasik surgery? Of course not, you would not approach a generalist for those important services just like you would call us for the following: + SoLI Solution: Proprietary technology has enabled business owners and individuals to save up to 70% on their permanent life insurance premiums. Don't have a plan? Why pay retail when you can save Big Busks?! + 5-year Retirement Plan: Grow your future retirement in only 5-years! Did you buy your house ALL cash? What if you could leverage your retirement plan like you did your mortgage? OPM...other people's money is the key! + Distribution Solution: Why pay Uncle Sam 100% of the taxes on your IRA distributions when we can help you save 30-40%? This is NOT a ROTH Conversion...it's even BETTER! Those are a few reasons why you should call us TODAY!

Confianza Insurance - autoinsurance - Updated May 2026

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