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
- AUM
- Business Owners
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
NAPFA Start Date
May 03, 2021