Susan M. Mitcheltree,  CFP<sup>&reg;</sup> - Financial Advisor

Susan M. Mitcheltree, CFP®

Principal & 2016 National FPA BE Conference Chair

Berman McAleer Inc

9690 Deereco Rd, Ste 800
Lutherville Timonium, MD 21093
FINANCIAL ADVISOR'S WEBSITE
(410) 560-9960

General

Susan Mitcheltree is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Berman McAleer Inc in Lutherville Timonium, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Helpful Financial Planning Resources