Susan is a CERTIFIED FINANCIAL PLANNER™ who earned her BA in Financial Services from San Diego State’s College of Business Administration as well as received a SDSU Personal Financial Planning Certificate. In addition, prior to working with a fee-only advisory firm, Susan held the FINRA series 7 and 63 securities registration. Until joining Pure Financial Advisors, Susan worked with a local wealth management firm specializing in financial and estate planning services for high-net-worth individuals. Susan joined Pure because she believes the firm’s team approach and goal development process provides clients with innovative solutions rarely available at other financial planning institutions. She also brings a wealth of knowledge and expertise in utilizing financial planning and investment software in developing strategies and solutions that involve investment allocations, risk management, estate planning, taxes, cash flow analysis and retirement planning.
When she is not in the office, Susan enjoys exercising, playing tennis, volunteering at local charities and cheering for the Chargers with her friends and family.