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

Susan Jones, CFP®

JD, CDFA®

Managing Partner

Sorelle Wealth Partners

1200 N. Federal Highway, Suite 300
Boca Raton, FL 33432
FINANCIAL ADVISOR'S WEBSITE
(561) 867-0987 CONNECT WITH Susan
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General

Susan Jones is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Sorelle Wealth Partners in Boca Raton, FL and the surrounding communities.

Financial Advisor Overview

I am the Managing Partner of Sorelle Wealth Partners, a boutique, fiduciary, fee-only wealth management firm dedicated to supporting women navigating major life transitions — including divorce, widowhood, career pivots, and caregiving. As a CFP® professional and tax and estate planning attorney, I help clients make thoughtful, informed financial decisions that align with their values, long-term goals, and personal wellbeing. Our process blends sophisticated planning with compassionate guidance, giving clients clarity, structure, and a trusted partner during the moments that matter most.

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Financial Advisor Experience

25 Years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Admitted to Bar

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources