Meet The Team
There’s a prevalent notion in our society that to grow as a business, you have to be ruthless. We’re exhorted to “focus on the bottom line” and always remember that “it’s nothing personal, it’s just business”.
We disagree.
We believe there’s a much better way to grow – a way in which the best interests of the client become the best practices of a business, and where increasing the well-being of the client does the same for the firm.
In our ever-more complex world, there’s a huge need for solid financial knowledge and unbiased professional service. We at Soesbe Financial are proud to be able to serve our clients by helping them to align their finances with their life goals and use their financial plan to achieve the milestones they set for themselves.
Susan Soesbe, MBA, EA, CFP®
Principal at Soesbe Financial; Certified Financial Planner and Tax Professional
Susan got her professional start right here in the Sacramento area when she obtained her MBA from UC Davis in Finance and Accounting, joining first Deloitte & Touche then Hewlett Packard. After many years in corporate finance, and wanting a more personal and hands-on professional environment, she joined Symphony Financial Planning in Davis at its inception in 2006, and as an ideal resource for clients, she decisively helped to grow that small company into a solid Davis presence.
Susan combines a focus on client service and effective communication with advanced analytical skills to help clients move closer to their goals. As a Certified Financial Planner and IRS Enrolled Agent, she incorporates tax planning into comprehensive financial planning and investment management.
Susan’s passion for helping others align their goals with their finances is fueled by family experience. She spent many hours assisting her widowed grandmother with financial issues and investments, which left Susan with a clear sense of the need for planning and an awareness of the personal satisfaction she feels when helping others. She finds it especially gratifying to work with women experiencing a life transition, helping them make the informed decisions necessary to better their lives now and in the future.
Her commitment to the Sacramento LGBTQ community started back as a member of the original Lambda Players theater troupe; it has continued through the years via her ongoing support of local resources such as the Sacramento LGBT Community Center, the Gender Resource Center, WEAVE, and the Sacramento Safe Space for Unhomed Youth. She has been a proud member of the Rainbow Chamber for many years, and plans to continue for many more.
In her free time, Susan enjoys cycling, camping and hiking. Some of her favorite local camping excursions have included trips to the Serene Lakes region and the beautiful peace of the Gerle Creek area, and the cycling event she is most proud of completing is the California AIDS Ride from San Francisco to Los Angeles.
Education and Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Financial Planner Board of Standards
- IRS Enrolled Agent
- MBA, Finance and Accounting, UC Davis
- B.A., Spanish, University of Massachusetts, Amherst
- Universidad de Sevilla, Spain
- Certificate in Personal Financial Planning, UC Davis Extension
Interests and Involvement
- Previous Instructor, Personal Financial Planning Certificate Program, UC Davis Extension
- Proud Member:
- Financial Planning Association (FPA)
- XY Planning Network
- National Association of Personal Financial Advisors (NAPFA)
- Sacramento Rainbow Chamber of Commerce
- National Association of Women Business Owners (NAWBO)
- Fee-Only Network
- Camping, Hiking and Cycling
Christine Chosen
Director of Operations
With 25 years of operational and leadership experience, Christine is the Director of Operations at Soesbe Financial, where she is a driving force behind our relationship-first culture. A certified DEI Professional and Executive Coach, she focuses on nurturing talent and fostering clear, effective communication throughout the firm.
Christine is dedicated to championing our values of diversity and inclusion, and is an ally for the women and LGBTQ+ communities we serve. Through her leadership, she works to ensure every client and team member feels a strong sense of belonging and support.
Paraplanners, Assistants & Interns
(Interested in working with us? Please visit our Careers page to see all open positions.)
Jenny Cuevas
Paraplanner
Jennifer Cuevas is a first-generation student from Sacramento State. She graduated in May 2024 with a degree in Finance with a concentration in Financial Planning. She is passionate about helping individuals achieve their financial goals and creating their dream lifestyle.
During her time at Sacramento State, Jenny was involved on campus through the Financial Wellness Program where she worked as the lead peer financial coach, guiding students as they navigate their finances. She was also the Social Media Director of the Financial Planning Association (FPA) Club.
Jennifer started at Soesbe Financial as a Tax & Financial Planning Intern in December 2023. She was offered her role as Paraplanner in June 2024.
Outside of work and school, Jenny enjoys bonding with her family and friends through activities like cooking, fishing, and exploring local restaurants together.
Soesbe Financial is a woman-owned, hispanic, LGBT and veteran-led company.
Diversity and Inclusion are more than just words for us. They’re the hard-and-fast principles guiding how we build our teams, cultivate leaders and create a company that’s the right fit for every person inside of it. We have a global mindset and a multicultural clientele – we want to reflect that inside our walls at all times.
Soesbe Financial is proud to be an Equal Opportunity Workplace. All qualified applicants receive consideration for employment without regard to, and will not be discriminated against based on age, race, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other protected category.
Above and beyond discrimination and harassment based on “protected categories,” we also strive to prevent other subtler forms of inappropriate behavior (i.e., stereotyping) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to success have no place at Soesbe Financial. We value a diverse workforce – people who identify as women, non-binary or gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American, Hispanic or Latinx, Native Hawaiian or Other Pacific Islander, differently-abled, caretakers and parents, and veterans are strongly encouraged to apply. (Thank you to the Level Playing Field Institute for this statement of non-discrimination.)
Inclusion is how we unleash the power of diversity.
