Katrina Samuel

Katrina is a Client Service Coordinator at Pacific Capital, bringing a wealth of experience and expertise in wealth management since 2010. She has previously worked at UBS Financial Services and Abbot Downing, a boutique firm at Wells Fargo serving Ultra-High-Net-Worth clients. With a strong client service and relationship management background, Katrina has a proven track record of delivering exceptional service and building long-lasting client relationships.

She is known for her proactive problem-solving approach and ability to anticipate and address client needs effectively. Katrina thrives in fast-paced environments where she can leverage her strong communication skills and attention to detail to ensure clients receive the highest level of support. She is committed to excellence in all aspects of her work and is dedicated to helping clients achieve their financial goals.

Katrina lives with her husband and daughter in Ontario Ranch, CA, and is excited to welcome their second child in August 2025.