Susan C. Yelen,  CFP<sup>&reg;</sup> - Financial Advisor

Susan C. Yelen, CFP®

CRPS®, CIMA®

Senior Vice President

Morgan Stanley

665 Ford Ave
Kingston, PA 18704
(800) 342-2393
(570) 821-1800

General

Susan Yelen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in Kingston, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Chartered Retirement Plans Specialist (CRPS)

Insurance Licenses

  • Life insurance: TN,CO,FL,CA,NY,IL,DE,AZ
  • Health/disability insurance: SAME
  • Fixed annuities: SAME
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Special Needs

More

Helpful Financial Planning Resources