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
- 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
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.