Susan K. Soesbe,  CFP<sup>&reg;</sup> - Financial Advisor

Susan K. Soesbe, CFP®

EA

Financial Planner

Soesbe Financial

5250 Elvas Ave
Sacramento, CA 95819
FINANCIAL ADVISOR'S WEBSITE
(877) 493-7955
(916) 587-5100

General

Susan Soesbe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Soesbe Financial in Sacramento, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent (EA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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