Susan Soesbe (CFP®, EA, MBA)

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

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Retirement Plan Investment Advice
  • Tax Planning
  • Women's Financial Planning Issues

NAPFA Start Date

March 04, 2022


This Office

5250 Elvas Ave. Sacramento, CA 95819 Phone: +1 (916) 587-5100