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Susan Goodell (BA, CFP®, M.Ed.)

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

  • Alternative or Private Investments
  • Cash Flow/Budgets/Credit Issues
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Otto and Associates, Inc., located in Norwich, Vermont is a Fee-Only financial planning firm providing a full range of financial planning services. "Fee-Only" means that we do not sell any products or receive a commission for investing money in a specific fund. For us, the "Fee-Only" distinction is crucial. Our policy of charging fees on an hourly basis or as a percentage of assets under management ensures that clients interests are being served as impartially as possible, and that we are adhering to the fiduciary standards of acting in good faith and in the best interest of our clients.

Additional Information

Ms. Susan Otto Goodell has been working in the Otto and Associates office since 2007 and completed the CFP certification process in 2011. Prior to becoming a CFP, she was a third grade teacher at Newbury Elementary School for 15 years. She has also spent time teaching horseback riding to adults and children with disabilities at High Horses Therapeutic Riding program. Susan has a Bachelor's Degree from Bates College and a Master's in Education from Antioch New England.

NAPFA Start Date

September 11, 2009

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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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Visit Website 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

16 Beaver Meadow Rd Norwich, VT 05055 Phone: (914) 232-5379 Fax: (914) 232-5378
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