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Susan Koe (CFP®)

Susan Koe focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Susan has focused her planning expertise on helping individuals and families navigate transitions in their lives. In particular, a large part of her effort has been on empowering women to manage their affairs with greater confidence.

Her specialties include retirement planning, saving for college, tax planning, sudden wealth and philanthropy.

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.

Additional Information

Before partnering with EP Wealth, Susan was the Director of Financial Planning at Better Money Decisions, a local investment firm focused on women in the Phoenix area. Susan has 20 years of experience in the industry including 10 years spent at Vanguard as an financial planner.

NAPFA Start Date

May 03, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

460 Saint Michaels Dr Ste 902 Santa Fe, NM 87505-7654 Phone: (844) 507-0961 Fax: (617) 695-2121
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Other Offices

16165 N 83rd Ave. Suite 200 Peoria, AZ 5382 Phone: (844) 507-0961
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