415.464.1388
Marin County
415.409.0100
San Francisco
ABOUT US
Suzanne Wolfson MBA, CFP®
Founder of FOR RETIRED ONLY™
Education
| 1976 | BA Education, University of Colorado, Boulder, CO |
| 1985 | MBA Finance, Golden Gate University, San Francisco, CA |
| 1987 | CFP, Certified Financial Planner™ |
Background
| 2000 - present | Financial Planner For Retirement |
| 1989 - present | Registered Investment Adviser – California |
| 1987 - present | Real Estate Broker – California |
| 1984 - present | Insurance License CA – Long Term Care, Life, Health, Disability |
| 1984 - present | Financial Planner – broad client base |
| 1977 - present | Real Estate Sales and Financing (residential and commercial) |
| 1984 - 1997 | NASD Registered Representative - Series & & 63 |
| 1984 - 1989 | Associated - Registered Investment Advisor |
Profile
Suzanne Wolfson MBA, CFP® has over 30 years experience assisting clients in making crucial financial decisions.
Her “Help you to help yourself” philosophy as a fee-based financial planner, provides guidance, direction and solutions for financial issues of all phases of retirement, enabling clients to make informed decisions.
As an Investment Adviser, her objectives and legal fiduciary responsibility is for her clients’ best interests and wishes. Through the financial planning process, she helps clients identify needs and specific financial issues of importance during the retirement life-cycle phases.
As an Independent Adviser, Ms. Wolfson is committed to providing the highest degree of integrity, unbiased advice, and educational guidance to help her clients achieve their life objectives. She is able to choose and offer access to a full array of related financial services as well as making every effort to ensure her recommendations are cost-efficient and appropriate to the unique individual situation.
Ms. Wolfson is a strong advocate for the elderly, guiding her clients’ financial resources to facilitate their care as needed.
Unlike most financial planners, Ms. Wolfson also has a broad base of knowledge in Real Estate (Broker) sharing and incorporating this experience into the overall “Total Life and Financial Plan” for individuals.
Ms. Wolfson helps prepare clients for unexpected risks, making financial adjustments whether chosen or required, & facilitating retirement objectives.
Call her with a question or for an introductory meeting. It will be well worth your time!