Contact Information
Certified Financial Planner™
BIOGRAPHY
Susan is a CERTIFIED FINANCIAL PLANNER™ professional who earned her BA in Financial Services from San Diego State’s College of Business Administration, also receiving 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.
Susan is very passionate about providing financial literacy for students and helping them gain valuable experience in the financial planning field. In her spare time, she volunteers for the National Financial Planning Association (FPA) NexGen executive committee, to aid young financial planners in their professional advancement.
Susan's Latest Contributions
Tax planning is most important before the year-end while you have the ability to control into which tax bracket you fall, deductions to take, and retirement contributions to fund. Pure Financial Advisors’ Chief Financial Planning Officer walks you through an important checklist to make sure you’re one step ahead of the taxman. DOWNLOAD | 2021 […]
As of July 2020, there are over 69 million people receiving Social Security benefits.¹ Additionally, there are 10,000 baby boomers turning 65 every single day for the next 12 years.² This is going to put some strain on Social Security when it comes to your claiming strategies, but in this video, Susan Brandeis, CFP® breaks down […]
What is a CERTIFIED FINANCIAL PLANNER™? Do I really need a CERTIFIED FINANCIAL PLANNER™? How do CERTIFIED FINANCIAL PLANNER™s get paid? Pure Financial Advisors’ Director of Financial Planning, Susan Brandeis, CFP® answers these questions. Transcript: So today what we’re going to talk about is, what is a CERTIFIED FINANCIAL PLANNER™? So what a CERTIFIED FINANCIAL PLANNER™ […]
