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

Susan Green, CFP®

JD,

Financial Advisor

Wescott Financial Advisory Group, LLC

30 S 17th St
Philadelphia, PA 19103
(215) 979-1600

General

Susan Green is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wescott Financial Advisory Group, LLC in Philadelphia, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth

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