Samantha Anderson (CFP®)

Samantha Anderson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • LGBT Couples and Families
  • Medical Professionals

Planning Specialties

Samantha has been a member of the Budros, Ruhlin & Roe team since 2011. She received her Bachelor of Science in Human Ecology degree, with a major in family resource management, from The Ohio State University.

Samantha leads her firm’s women’s initiative and was responsible for the launch of Budros, Ruhlin & Roe’s Women in Wealth Management Scholarship program in 2016.

Samantha received the National Association of Personal Financial Advisors (NAPFA) New Professional Award in 2016 and was featured as a panelist at the 2016 Powerful Women Paving the Way event hosted by The Woltemade Center for Economics, Business & Entrepreneurship at Ohio Wesleyan University.  She is a CERTIFIED FINANCIAL PLANNER ™ certificant and a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).  Samantha co-chairs the Women’s Initiative Committee for NAPFA, whose mission is to attract, support, educate, and develop women as leaders within the financial advisory profession and to raise the awareness of the need for more female advisors. Samantha volunteers with The Women’s Fund of Central Ohio and is a member of the organization’s Finance and Investment Committee. She is also a WIN Advocate and Mentor for the Certified Financial Planner Board of Standards’ Women’s Initiative (WIN).

NAPFA Start Date

October 03, 2013

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This Office

1801 Watermark Dr Ste 300 Columbus, OH 43215-7088 Phone: (614) 481-6900 Fax: (614) 481-6919