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Susan Olson (CDFA, CFP®, MA, MS)

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

  • Charitable Giving
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

Susan Olson’s Specialties Include:

  • Retirement planning
  • Advising women who are single, divorced, or widowed
  • Working with individuals and couples, ages 45+
  • Advising and working with client family groups
  • Advising nonprofits and family foundations who wish to align their investments with their values

    • Susan Olson works with a client's whole financial picture, beginning with their goals and ending with a comprehensive financial plan that allows confidence to spend and give in a sustainable way. Susans’ long career in the nonprofit sector has made her passionate about charitable giving. Helping clients feel confident in their financial lives and connecting them with charities that reflect their values brings her much joy. Some of the most rewarding work she does is with divorced or widowed women, especially those who are philanthropic. Susan is also passionate about values-aligned investing, ESG and Impact Investing, and helping individuals and foundations align their money with their values. In addition to her specializations, Susan is an expert in estate planning, working with couples, and long-term planning.

    Additional Information

    Susan Olson is a Certified Financial Advisor® and Certified Divorce Financial Analyst. Susan has a Masters degree in both Geography and Human Resources Design / Organizational Psychology. She is a Financial Advisor, Partner, and board member at Abacus Wealth Partners, a fee-only, fiduciary investment management and financial advisory firm. Susan is a long time member of NAPFA as well as the Financial Planning Association.

    Based in Sebastopol, California, Susan enjoys helping her clients experience financial freedom through comprehensive financial planning and values-aligned investing. She also hosts women’s circles, dedicates time to pro bono financial planning, and is a contributing author to the Abacus blog.

    Outside of work, Susan’s passions include gardening, fiber arts, hiking, and traveling.

    Learn more about Susan Olson by reading her bio here.

    NAPFA Start Date

    May 09, 2017

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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

    101 S Main St Sebastopol, CA 95472-4258 Phone: (707) 829-6190
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