Susie Liu, MBA, AAMS®, has been dedicated to helping individuals and families reach their wealth goals since 2008. As an independent advisor, she specializes in retirement planning, asset management, and risk management.
After graduating from the University of California, Irvine with a BA in Economics, and from San Diego State University with a Marketing and Entrepreneurship focused MBA, Susie began to pursue her passion for helping people manage their financial lives. Today, she is an Accredited Asset Management Specialist AAMS® - a professional designation awarded by the College for Financial Planning to financial professionals who successfully complete a self-study program, pass an exam, and agree to comply with a code of ethics. Susie also holds her Series 7, 66, 24, and life insurance license. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Originally from Taiwan, Susie currently resides in San Diego with her husband, daughter and son. She is a passionate world traveler who never passes up the opportunity to experience a new culture. At home Susie enjoys hiking, trying new cuisines, and baking new recipes to share with her loved ones.