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Susan E. Pack, CFP®


Pomeroy Financial Planning, LLC

2114 Madison Rd # 200
Cincinnati, OH 45208-3221
View on Map (513) 802-8898

Anderson Township
Cincinnati, OH 45255
View on Map (513) 802-8898

I am also licensed as a CPA and PFS (Personal Financial Specialist, a professional designation of the AICPA, American Institute of Certified Public Accountants). Prior to founding PFP in 1996 I worked as financial advisor for a large fee-only planning practice and as a CPA for a major law firm in the Estate, Trust and Tax Group. I am a member of NAPFA and a founding member of XY Planning Network.

Year CFP® Certification Received: 1999
CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Compensation Method: Fee Only
Minimum Investable Assets: $0
Languages: English
Specialties: Comprehensive Financial Planning, General Financial Planning, Investment Planning, Life Transitions, Retirement Planning, Tax Planning

Typical Client Profile

Average Net Worth: None Provided
Average Income: None Provided
Average Age: None Provided
Profession: None Provided

CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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