Our Team

Susan Green is a professional Wealth Strategist at Sterling Wealth Partners. She focuses on helping families develop and implement customized financial strategies that address their unique challenges, concerns, and goals. Dedicated to leading clients through life’s inevitable transitions, Susan will develop a personalized financial roadmap for you and your family. Susan’s passion is in helping her clients understand the benefits of ongoing planning as their lives evolve.

Susan focuses on the planning process so that her clients can understand and clarify their options and timing for their decisions.  Everything from when to retire, how to allocate their resources, to what issues they’ll face in retirement, and how to protect themselves from major issues. Susan is a licensed insurance professional, she helps her clients evaluate their Medicare choices whether they are new to Medicare or making changes to their coverage during your Initial Enrollment Period,   Annual Election Period, or other times such as Special Enrollment Period.  Susan works with Medicare Advantage and MAPD plans, Part D, and Medicare Supplement plans. 

Susan is committed to providing her clients with the highest level of service. Through proactive planning and by providing the proper tools, information and education, her clients can move forward confidently.  She holds Series 7 and 66 registrations and is licensed to sell insurance. Her offices are in Northern and Southern California in order to serve her clients.

Listen to an audio interview with Susan Green

Lindsay is a Client & Financial Service Associate at Sterling Wealth Partners. She is responsible for engaging and communicating with clients, assisting our Advisors with daily tasks including market and portfolio analysis, preparing for marketing events, and managing office work.

She has a substantial background in customer service management, and she is extremely passionate about further improving and developing client relationships. Lindsay became interested in the personal financial industry during her tenure as a Material Damage Telephone Claims Representative at a regional insurance company. Lindsay is in the early stages of learning the necessary information to obtain multiple series licenses. She hopes to use the knowledge and experience at Sterling Wealth Partners to advance her career opportunities.

Outside of the office, Lindsay spends quality family time with her Fiancé and their two daughters. She enjoys hiking, camping and traveling to new places. In addition to her love for the outdoors, she is heavily involved in the fine arts including singing, piano and numerous styles of dance.

Mike Safari has been providing high level tax strategy and tax preparation services for over 35 years.  He is President of his own accounting firm in Tustin.   He is also a Professor of Accounting at California State University, Fullerton.  

He specializes in tax optimization, planning and strategy.  Mike works with high net worth individuals and small businesses with all their tax planning needs.  This includes tax preparation, business planning, bookkeeping and financial planning. Mike also has expertise in global tax management strategies. 

Mike is a Certified Public Accountant (CPA) and obtained his Bachelor of Arts (BA) in Accounting, as well as his Master of Science in Accounting (MSA) from California State University, Fullerton.  He also holds his Chartered Global Management Accountant (CGMA) designation. 

He provides essential tax strategy services to many of our clients.  Mike understands the importance and role of tax strategy in an ongoing financial plan.  He also makes sure our clients stay well informed of changes to the tax code. 

Mike enjoys time with his extended family in Southern California.  He also enjoys traveling and volunteering in the community. 

Christian is the Client & Financial Service Assistant at Sterling Wealth Partners. He assists with conducting portfolio analysis and helps to prepare client meetings. Christian also assists at company events when needed.

Christian is a University Honors student, who is currently working to obtain his undergrad in Business Analytics (ISBA) from California State University, Fullerton. His studies emphasize working with information systems to manipulate data and conduct data analytics. Christian is also heavily involved in his school business program, Leadership Scholars and hopes to bring some of his experience and knowledge to Sterling Wealth Partners.

In his free time, Christian loves to spend time with his family and friends. Being a huge sports fan, He also enjoys playing pick-up basketball, baseball, and lifting weights.