Susan Chesson (CFP®, MBA)

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

  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

After 20 years in corporate finance at Fortune 500 companies, Susan Chesson made the leap to financial planning, preferring to work one-on-one with clients to make a positive difference in their lives. Today, she uses the skills she honed managing multi-billion dollar portfolios to offer sound financial advice and professional investment management.

Susan loves the challenge of connecting the dots in of a client’s financial life to provide a comprehensive picture of how they can accomplish their goals. She often runs analyses to illustrate how different life choices can change the outcome of a financial plan, providing clarity that helps clients make sound decisions.

Before joining Buckingham in 2017, Susan was Senior Vice President and Senior Wealth Advisor at Focus Wealth Management. Before pursuing her financial planning career, she worked in corporate treasury, fixed income investing and banking operations at Fannie Mae, Freddie Mac and Capital One.

Originally from England, Susan has a bachelor’s degree in French and Russian literature from Oxford University and an MBA in finance from the University of Texas at Austin. She also holds the CERTIFIED FINANCIAL PLANNER (TM)  designation. Susan lives in Northern Virginia and enjoys spending time with her family, traveling and being outdoors.

Please visit our website for more information at: http://Buckinghamadvisor.com/Fairfax

NAPFA Start Date

October 20, 2011

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This Office

112 West Washington Street Suite 204 Middleburg, VA 20117 Phone: (540) 931-9051

Other Offices

11325 Random Hills Rd Ste 210 Fairfax, VA 22030-6068 Phone: (703) 760-3673