Samantha Valkos joined CFS Investment Advisory Services in June 2022. She graduated from Drew University in 2018 with a Bachelor's degree in Fine Arts and Business Studies.
She started her career working for Investors Bank as a Customer Service Representative but quickly became a Senior Customer Service Specialist as she showed advanced knowledge of the banking field and provided outstanding client service. She later became a Client Service Associate at Merrill Lynch, where she supported financial advisors with their operations and assisted individuals with their investment needs.
She is dedicated to helping people and strives to deliver exceptional concierge service.
She currently resides in Woodland Park, New Jersey, with her Shepherd Pitbull, Miles. In her free time, she is a stained-glass artist and has sold her art across the United States.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CFS Investment Advisory Services LLC is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. CFS is registered with the SEC. CFS Investment Advisory Services provides investment advisory and related services for clients nationally. CFS Investment Advisory Services will maintain all applicable registration and licenses as required by the various states in which CFS Investment Advisory Services conducts business, as applicable. CFS Investment Advisory Services renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
