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Susan Einberger (CFP®, EA, MBA)

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

  • Charitable Giving
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Comprehensive financial planning with a keen focus on tax planning (including tax preparation).

Looking to retire soon? Our expertise is in helping clients prepare for retirement; both their finances and successfully adjusting for a major life change.

Are you busy working, raising a family, and concerned about how to pay for college? Our expertise is in helping mid-career professionals balance preparing for retirement and utilizing best practices for smart college funding.

Additional Information

Susan is a CERTIFIED FINANCIAL PLANNER® professional who has been practicing comprehensive financial planning since 2017. She is an Enrolled Agent of the IRS, a certified member of the Alliance of Comprehensive Planners (ACP), a registered member with the National Association of Personal Financial Advisors (NAPFA), and a member of the National Association of Tax Professionals (NATP).

Susan loves teaching people how to make smart and strategic money decisions. She brings a fresh perspective and accessible approach so anyone, who desires, can benefit from financial planning.

Susan’s philosophy: life is like riding a bicycle, it doesn’t get easier, it just goes faster. Make a plan of where you are going and why.

NAPFA Start Date

February 01, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Norwood Ave Boulder, CO 80304
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