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Susan Fisher profile image

Susan Fisher

Investment Advisor at Novem Group
Intro Book
Experienced financial advisor with expertise in financial planning, wealth management, and retirement planning.
  • Claim this Profile
Location
Jupiter, Florida, United States, US
Skills
  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Financial Advisory
  • Finance
  • Show all
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Bio

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Susan Fisher is a seasoned financial professional with 27 years of experience in financial planning, wealth management, and retirement planning. She holds certifications as a CFP and RICP and has worked with various organizations, including Royal Alliance Associates Inc., Flagship Wealth Advisors, LLC, and IDS/American Express. Susan has expertise in financial analysis, portfolio management, investments, and mutual funds, and has provided advisory services to clients in the securities, insurance, and estate planning sectors.

Experience

  • Novem Group
    • Jupiter, Florida, United States
    • Investment Advisor
      • Jan 2021 - Present
      • Jupiter, Florida, United States

  • Flagship Wealth Advisors, LLC
    • 301 Edgewater Pl., Suite 400, Wakefield, MA 01880
    • Wealth Management Advisor
      • Jan 2016 - Jan 2021
      • 301 Edgewater Pl., Suite 400, Wakefield, MA 01880

      Susan C. Fisher, CFP® RICP®Flagship Wealth Advisors, LLC1-800-631-9997 x34 f 781-224-9920www.FlagshipFinancialAdvisors.com Securities, insurance, and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Additional advisory services offered through Flagship Financial Advisors, LLC, who is not affiliated with Royal Alliance Associates, Inc.CONFIDENTIALITY NOTICEThis message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.

  • Royal Alliance Associates Inc.
    • Wakefield, MA
    • Financial Consultant
      • Dec 1993 - Jan 2021
      • Wakefield, MA

      Financial consulting - specializing in estate and retirement planning.

  • IDS/American Express
    • Greater Boston Area
    • Financial Planner
      • May 1988 - Dec 1993
      • Greater Boston Area

Education

  • 2016 - 2017
    The American College of Financial Services
    RICP, Retirement Planning
  • 1990 - 1993
    College for Financial Planning
    CFP, Finance, General
  • 1979 - 1981
    Tufts University
    Master of Arts (M.A.), Educational Leadership and Administration, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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