Suttie Wealth Management Group
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