Description

Topic: Creating happiness and wealth in the New Year

Hear from Susan Wanamaker, CFP

Financial Advisor, Beacon Financial Partners

Susan joined Beacon Financial Partners in 2020, bringing over twenty years of wealth management experience and a passion for helping others create the lifestyle they desire. With dual master’s degrees – in Finance and Counseling, she takes the time to understand what is important to her clients, creating plans that are aligned with their goals and values. As a former counselor and teacher, she takes an interactive approach to the planning process to develop strategies that are both comfortable and impactful.

In her free time, Susan enjoys swimming, tennis, skiing, yoga, and taking her dog Lucie for long walks.

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