Susan Powell, CFPâ,

LPL Financial Consultant

Susan Powell has been involved in the Financial industry for over twenty years.  Susan started her career at Bank of America and held a variety of management positions. Prior to joining LPL Financial,  she worked with Lincoln Financial Advisors. Susan is a CERTIFIED FINANCIAL PLANNER ™.  Susan also has her insurance license along with the securities registrations of series 7, 66, and 26, which she holds with LPL Financial. Susan obtained her bachelors degree with a dual major of Finance and Management from California State University, Fullerton.

Susan is dedicated to developing lasting relationships with all her clients. She believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with Susan is her ability to provide clear, easily understood explanations of financial products and services. The personal program that Susan can provide is a roadmap to working toward a more secure financial future.