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Client Centered

Jeanne Suttie has been in the financial planning and banking industry, both as a National Bank Examiner and as a Financial Planner for one of the largest financial planning organizations in the nation.  As an estate planning professional and an Investment Advisor Representative with LPL Financial (LPL), she specializes in Comprehensive Financial Planning and Investment Management. 

With more than 35 years of experience in financial planning, retirement planning, estate conservation and asset management.  Jeanne guides her clients to reach their financial goals by providing enhanced strategies to match each client's family index.  She has vast experience in implementing tax efficient wealth transfer and charitable planning techniques.  She is a member of an alliance of professionals dedicated to providing financial planning services focused on trust, transparency and accountability.

Designations & Licenses

  • FINRA Series 7, 63, 65 held at LPL Financial
  • MSFS - Estate & Financial Planning
  • CSPG - Certified Specialist for Planned Giving
  • NBE - National Bank Examiner
  • CA Insurance (License #OC71573)
  • Real Estate License (State of California) 
  • Key Man Insurance
Client Centered

RETIREMENT

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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We are dedicated to helping our clients make informed decisions through education and communication.  

We empower our clients' to determine the most effective ways to accumulate assets, secure retirement, protect family and business interests and reduce taxes to attain their financial goals and objectives.

We build and foster long term relationships as we help simplify our clients' financial affairs through our values-based planning services.








We keep you top-of-mind

We keep you top-of-mind

Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.

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