Susan Green is a Relationship Manager & Research Associate 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 provides comprehensive financial and investment advice, retirement planning, investment management, and insurance strategies. Areas of focus include capital preservation, risk profile analysis, asset allocation, and income planning. Her financial planning process is designed to help clients preserve and protect wealth, address their key goals and aspirations, enjoy retirement income that keeps up with inflation, reduce the stress of making complex financial decisions, and avoid costly financial and investment mistakes.
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.