Senior Planning Consultant
Susy E. Lerner, CFP®, CLU®, CMFC® | Senior Planning Consultant
Susy specializes in comprehensive financial planning, investment strategies, real estate ownership and financing issues, estate and philanthropic planning. She works with advisors who are adding fee based planning and hourly consulting to their business models with practice development and management ideas. Susy joined the Financial Planning Group in 2008. Her experience includes over 15 years as a successful independent financial planner/OSJ principal, and over 7 years working for financial services corporations as Field Director, Sales Manager, Manager of Wealth Management Solutions, and Regional Financial Planning Director, plus 3 years in residential lending.