Deanna Bamford, CEBS, CPFA

Deanna Bamford, CEBS, CPFA

Senior Financial Advisor,
Relationship Manager

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

Financial Advisors

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

Deanna joined CAPTRUST in 2015 as a senior financial advisor servicing the northern California and Sacramento area. 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

Awards & Recognition

  • NAPA Top Women Advisors | 2017, 2018, 2019, and 2020
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Santa Barbara)

Memberships

  • Founder, CAPTRUST Women’s Initiative

News & Resources

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