Susan Danson (CFP)

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

  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

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

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This Office

35 Metacomet St Wrentham, MA 02093-1257 Phone: (617) 699-6585