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Suzanne Charrin

Suzanne has a strong passion for helping people realize their retirement goals. She strives to identify investment strategies that cater to retirees and their concerns about retirement. Whether you are newly retired, have complicated retirement issues, a recent widow/widower or just needing some retirement direction, Suzanne has extensive knowledge when it comes to the art of wealth and retirement strategies. Using her previous skills as a teacher, she uses her financial planning knowledge to enable people to discern and help them make intelligent investment decisions. Furthermore, she is part of a team of working partners that can assist you with the different areas of your financial future.

She has an M.A. in education from the University of Colorado, has earned the FINRA series 6, 7, 63 and 65 registrations and has the industry professional designation Registered Financial Consultant (RFC). Suzanne’s mission is to assist retirees and people thinking seriously about their retirement with the many questions and issues that face them in retirement.

Retirees have unique needs and Suzanne treats each client with exceptional and personalized service and compassion. Suzanne has specific financial tools, such as a special Social Security analysis software to assist her clients to make the best decisions on their financial future. Suzanne is committed to preserving clients assets by providing prudent investment advice and helping them prepare for life’s changing and challenging events.