Susan Sommer is a Certified Fund Specialist and a CERTIFIED FINANCIAL PLANNER ™ practitioner. She has been in the securities industry since 1991 and opened her own firm in 1995. Susan has her series 6, 63, 7 and 24 securities registrations currently held with Securities America, Inc. as well as her life and health insurance licenses.
Susan has prior work experience within the financial services industry; she has worked at a local bank, worked for an insurance company in the claims department and was a bookkeeper for small businesses. She has the financial background to help clients navigate and understand the financial planning process.
Susan loves meeting with clients and walking through the different aspects of financial planning and providing options to help them pursue their goals.
Susan’s work is very detailed making her a perfect fit for working with engineers.
Susan also relates to women and helps educate them on financial topics so they are more informed and can make better decisions about their own financial future.
Susan specializes in those who are retiring. This is such an important step in people’s lives transitioning from “working” to “living off their savings”. Susan takes the time to discuss their goals and puts programs in place to help them address their income needs.
Susan has been married for over 30 years to her husband, Jeff. They have one daughter, Anna, who also works at Sommer Investments, L.L.C as a Financial Advisor.
Susan is involved in the community through her support of local charities.