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

NAPFA Start Date

May 03, 2021

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This Office

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

Other Offices

14301 N 87th St Ste 205 Scottsdale, AZ 85260-3689 Phone: (844) 507-0961