Deanna Bamford, CEBS, CPFA™

Senior Financial Advisor,
Relationship Manager

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

Deanna Bamford is an institutional retirement plan advisor based in Santa Barbara, CA.

Deanna joined CAPTRUST in 2015 as a senior financial advisor with the Santa Barbara team. She is responsible for developing new client relationships, providing sound financial advice to existing clients, and conducting and documenting quarterly portfolio and account reviews. She is also charged with building and supporting a practice serving retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans, and plan participants.

Prior to CAPTRUST, 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

Memberships

  • Founder, CAPTRUST Women’s Initiative

Awards & Recognition

  • NAPA Top Women Advisor, All-stars | 2023
  • NAPA Top Women Advisors | 2017, 2018, 2019, 2020, 2021, and 2022
  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, 2022, and 2024 (CAPTRUST Santa Barbara)

Santa Barbara, CA

Non-branch Location
Santa Barbara, CA 93101

800.216.0645

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.