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
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.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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