Susan Einberger (CFP®, MBA)

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

  • Charitable Giving
  • College/Education Planning
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

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

Additional Information

Building the Foundation (age 25-35): we'll focus on a spending plan that allows you to establish an emergency fund and buy your first home, while saving for retirement. Rapid Accumulation (age 35-55): we'll focus on building your net worth via smart and tax-wise decisions. Planning topics may include saving for retirement, saving for kids college (if applicable), employee benefit coordination, guardianship/estate planning, proper insurance, and tax planning. Retirement (55-75): we'll help you transition into retirement. Planning topics may include tax-wise distribution of assets, Medicare enrollment, when to claim Social Security, estate planning, and proper insurance.

NAPFA Start Date

February 01, 2022


This Office

2195 Norwood Ave. Boulder, CO 80304 Phone: (303) 717-0925