Susan Danson (CFP)

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

  • Corporate Executives
  • Divorce Planning
  • Novice Investors
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Partnering with high earning professional women to navigate their financial world, helping to put their income, stock compensation and employer benefits to work for them.

Additional Information

Sue Danson is a Certified Financial Planner™, Fiduciary, and the founder of New Shore Financial. New Shore is an independent, fee-only firm specializing in supporting professional women going through financial transitions. Sue also holds the Series 65 license and is an active member in the Financial Planning Association and NAPFA, as well as the XY Planning Network.  When Sue isn’t helping her clients achieve their goals, she and her husband spend their “free time” Ubering their three, very active tween-teen boys to hockey, football, basketball, and lacrosse – with a little skiing thrown in when time allows.

NAPFA Start Date

September 30, 2019


This Office

513 South Street Suite 201 Wrentham, MA 02093 Phone: (617) 699-6585