Principal at Soesbe Financial; 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. 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
- Member, Financial Planning Association
- Previous Instructor, Personal Financial Planning Certificate Program, UC Davis Extension
- Camping
- Hiking
- Cycling
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