Suzanne Tudor (CFP®)

Suzanne Tudor focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Suzanne Tudor is a senior investment consultant at Allodium Investment Consultants. She takes a consultative approach to helping clients achieve their financial goals. She believes in tax efficient financial planning and investing, and in developing smart strategies to help clients take advantage of tax laws that may benefit them. Suzanne serves on Allodium’s Financial Planning Committee.

 

Additional Information

Suzanne holds a J.D. from Mitchell Hamline School of Law where she emphasized estate planning, tax law and closely held corporations in her course of study. She also holds a Master of Business Administration from the University of St. Thomas. She has been awarded the Certified Financial Planner (CFP®) designation sponsored by the Certified Financial Planner Board of Standards.

Suzanne has over 35 years of experience in various positions in the financial services industry. For the past ten years, she has worked almost exclusively with high-net worth families and business owners to help them strategically develop and carry out their financial, legacy, and philanthropic plans.

Suzanne and her husband live in Plymouth. She enjoys finding calmness in her daily walks on the neighborhood trails. She also loves making home improvements and being a “DIY” person. She has two adult stepchildren and two grandsons who live in the area and she spends a lot of time with her extended family.

 

NAPFA Start Date

July 30, 2020

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This Office

500 Washington Avenue South Suite 4400 Minneapolis, MN 55415-1149 Phone: (612) 230-3700 Fax: (612) 230-3714