Susan Brown (CFA®, CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • Divorce Planning
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Sound View Financial Advisors provides financial planning and investment management services to families and individuals across a broad spectrum of wealth.  Our services are tailored and priced to match your need, whether it's short-term planning to determine a savings strategy or providing investment management services through a long-term relationship.

 

Additional Information

Susan Brown has more than 25 years of experience in the investment management and financial planning industries.  In addition to the Certified Financial Planning (TM) designation, Susan is also a Chartered Financial Analyst™, which is a globally recognized standard for measuring the competence and integrity of investment professionals.
 
Please see our website for more information:  www.soundviewfin.com

NAPFA Start Date

April 23, 2002

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This Office

128 School St Walpole, MA 02081-2815 Phone: 508-921-3533