Samantha Sagers-Davenport One2One Financial

Samantha Sagers-Davenport One2One Financial Along with a team of professionals, I help people secure their financial future and protect the ones they love. CA Insurance License # 0E57325.

I provide total financial needs analysis through a network of experienced professionals with expertise in:

• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services

I am a registered representative of and offer securities and investment advisory services and financial planning throu

gh MML Investors Services, LLC., member SIPC. Supervisory address: 6701 Koll Center Parkway, Suite 140, Pleasanton CA 94566. I am licensed to sell insurance in: CA, OR, AZ, FL, NC, VA and securities in CA, OR, AZ, CT, NC, VA, NM, FL and NY . I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business. Specialties: : Along with a team of professionals, I provide guidance to my clients to help them reach their financial goals.

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your sav...
06/10/2026

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your savings support your next chapter? Book an appointment to review your retirement strategy and make a plan that works for you.

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/09/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

06/09/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

06/02/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

05/27/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

It’s also a chance to realign your financial foundation. If you’ve started a new role, let’s revisit your benefits, upda...
05/26/2026

It’s also a chance to realign your financial foundation. If you’ve started a new role, let’s revisit your benefits, update your protection strategy, and help ensure your progress is supported at every stage.

Address

Walnut Creek, CA

Telephone

+19259792353

Website

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