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Deanna Bamford, CEBS, CPFA

Deanna Bamford, CEBS, CPFA

Financial Advisor

  • Roseville, CA
  • Forrest Gump
  • Husband, grandmother, and children
  • It’s all good.
  • Honesty, kindness, and sense of humor

Financial Advisors

Deanna Bamford is a retirement plan advisor working out of our Santa Barbara, CA office.

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 Benefits Specialist
  • Certified Plan Fiduciary Advisor

Awards & Recognition

  • NAPA Top Women Advisors All-Star | 2017 and 2018

News & Resources

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