Susan  Danson,  CFP<sup>&reg;</sup> - Financial Advisor

Susan Danson, CFP®

Financial Advisor

New Shore Financial, LLC

35 Metacomet Street
Wrentham, MA 02093
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General

Susan Danson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at New Shore Financial, LLC in Wrentham, MA and the surrounding communities.

Financial Advisor Overview

I’m Sue Danson, a Certified Financial Planner™ and the founder of New Shore Financial. New Shore is an independent, fee-only, financial advisory firm focused on helping professional women take control of their money, especially during financial transition. Aside from the day to day juggling, being a woman brings a whole slew of implications you must consider when doing your financial planning. So if you’ve been “hands-off” when it comes to money and are ready for that to change, I want to be a part of it.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Job Loss, Life Planning, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources