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
- 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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