Susan E. Pack, CFP®
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:
Bankruptcy Disclosure in Last 10 Years:
Compensation Method: Fee Only
Minimum Investable Assets: $0
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
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