Search News Posts
As a financial professional my goal is to provide high quality financial planning advice and services to individuals and families. The key elements are communication, education, integrity, and prompt and courteous service. Quality communication allows me to know my clients well, provide them with advice they can understand, and for us to build a long term mutually satisfying relationship. Education is my passion, which is why I obtained my CFP® designation and why I enjoy educating my clients regarding their finances. This also allows us to work together more effectively. Providing these services promptly, courteously and with integrity is the foundation of my practice. RDAFN Investment Advisors have a Fiduciary responsibility to our clients at all times. We are paid an asset based fee, so our interests are aligned with our clients. We take time to understand financial situations no matter the complexity, and draw on decades of experience to provide personalized advice. Further, we network with experts in numerous disciplines enabling us to offer custom solutions that make sense today, and regularly reassess whether arrangements are geared to stand the test of time. It is an honor and privilege to be selected for such an important role as your financial advisor. It is a responsibility that we view is the result of the most important financial decision a client may make, a responsibility that we accept willingly, and to which we dedicate our careers to carry out properly.
Investment Advisor Representative
2010 – Present
2016 – Present
2010 – 2016
2000 – 2010
Masters of Science, Industrial Engineering
Bachelors of Science, Biomedical Engineering
Certified Financial Planner – (CFP®) is a professional designation and a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board). A CFP® candidate must meet several requirements:
Once the CFP ® designation has been earned each Certificant is required to adhere to the CFP Board Code of Ethics and Professional Responsibility and to the Financial Planning Practice Standards. The CFP Board has the right to enforce them through its Disciplinary Rules and Procedures. To maintain certification, each Certificant is also required to complete ongoing continuing education requirements and pay an ongoing licensing fee.
Series 7, 63
Susan has no disciplinary information history to disclose.