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
- 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