Susan H. O'Grady,  CFP<sup>&reg;</sup> - Financial Advisor

Susan H. O'Grady, CFP®

CRPC®

President

Equipoise Wealth Management, Inc.

1805 S Bellaire St, Ste 340
Denver, CO 80222-4317
FINANCIAL ADVISOR'S WEBSITE
(303) 765-4422

General

Susan O'Grady is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Equipoise Wealth Management, Inc. in Denver, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Planning Counselor (CRPC®), Registered Tax Return Preparer (RTRP®)

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Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Life Planning, Retirement, Sudden Wealth, Personal Taxes

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