Work History
Edward Jones
Edward JonesAugust 2013 to Current
About Suzan
What are your financial goals? Have you saved enough to make them happen? I can help you!
My clients value real relationships – and so do I. Investing my time to understand your goals allows me to partner with you to customize, and protect, personalized financial strategies specifically designed to help achieve your goals. Over the years, I've seen my work make a big positive difference in the lives of my clients. That makes me excited to come to work every day!
After earning degrees in accounting and finance from Seattle University, I worked for 20 years as an accountant and tax...
My clients value real relationships – and so do I. Investing my time to understand your goals allows me to partner with you to customize, and protect, personalized financial strategies specifically designed to help achieve your goals. Over the years, I've seen my work make a big positive difference in the lives of my clients. That makes me excited to come to work every day!
After earning degrees in accounting and finance from Seattle University, I worked for 20 years as an accountant and tax...
Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Insurance & Annuities
- Divorce Finances
Work History
Edward Jones
Edward JonesAugust 2013 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®
Education
Seattle University
Seattle UniversityBachelor of Arts
Education
Seattle University
Seattle UniversityBachelor of Arts
Personal Interests
- Community Outreach
- Spending Time with Family
- Soccer
- Art & Theater
- Gardening
Team Members
Darla CerrilloSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
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