Susan Pack (CFP®, CPA/PFS)

Susan Pack focuses in the
following client markets or areas of practice:
- Corporate Executives
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Corporate Executives
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
March 16, 2017