Susan Soesbe, CFP®, EA Soesbe Financial
- 5250 Elvas Ave, Sacramento, CA 95819
- (916) 587-5100
- http://www.soesbefinancial.com/
About Susan Soesbe, CFP®, EA
Susan got her professional start in the Sacramento area when she obtained her MBA from UC Davis in Finance and Accounting, joining first Deloitte & Touche then Hewlett Packard. After many years in corporate finance, and wanting a more personal and hands-on professional environment, she joined a financial planning firm in Davis at its inception in 2006. As an ideal resource for clients, she decisively helped to grow this small company into a local powerhouse.
Susan combines a focus on client service and effective communication with advanced analytical skills to help clients move closer to their goals. As a financial planner and IRS enrolled agent, she incorporates tax planning into comprehensive financial planning and investment management.
Susan’s passion for helping others achieve financial freedom is fueled by family experience. She spent many hours assisting her widowed grandmother with financial issues and investments, which left Susan with a clear sense of the need for planning and an awareness of the personal satisfaction she feels when helping others. She finds it especially gratifying to work with women experiencing a life transition, helping them make the informed decisions necessary to better their lives now and in the future.
In her free time, Susan enjoys camping, hiking, and bicycling. Some of her favorite local camping excursions have included trips to the Serene Lakes region and the beautiful peace of the Gerle Creek area.
Read Susan’s blog here: https://soesbefinancial.com/news-articles/
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- LGBTQIA
- Women in Transition
- Women Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $83.33+/mo
- Flat Fee: $1000+/engagement
- Hourly Fee: $250+/hr
- Assets Under Management: 0.40%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
