Susan Lehnerd (CFP®)
Susan Lehnerd focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
NAPFA Start Date
November 20, 2007