Our Firm

Susie is an independent financial advisor with LPL Financial who has been serving individuals and businesses in matters of personal and professional finance since 2008.

Located in Rancho Bernardo, Susie and her team serve clients throughout California, as well as in many cities throughout the country. Working with pre-retirees and retirees, we are qualified to assist you in building net worth, minimizing debt, and preserving your income in retirement.

While many financial planners are focused on their own bottom line, Susie is focused on the success of her clients, and assisting them as they transition through various life stages.

Recognizing how hard you have worked to obtain your current wealth, we make it our mission to help you preserve it. We believe our relaxed approach to financial planning and investment management assures confidence as you journey towards your next stage of life.